FIM
HYLD

Freedom Investment Management’s High Yield ETF HYLD Stock Holding History

Freedom Investment Management’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-56,600
Closed -$2.07M – 986
2018
Q2 		$2.07M Buy
+56,600
New +$2.09M 0.12% 157
2017
Q2 		– Sell
-11,481
Closed -$409K – 1144
2017
Q1 		$409K Buy
+11,481
New +$414K 0.02% 623
2014
Q4 		– Sell
-5,646
Closed -$283K – 624
2014
Q3 		$283K Buy
+5,646
New +$295K 0.05% 349

Other funds holding HYLD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Freedom Investment Management's HYLD Position: Q3 2018 in Review

Freedom Investment Management sold out of High Yield ETF (HYLD) in Q3 2018, closing a stake of 56,600 shares — an estimated $2.07M sold.

Freedom Investment Management first reported a position in HYLD in Q3 2014 and held it in 3 quarters. The position peaked at $2.07M in Q2 2018. 39 funds tracked by Wall St. Rank hold HYLD as of Q3 2018.

  • Freedom Investment Management reported no remaining High Yield ETF position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 56,600 High Yield ETF shares in Q3 2018, an estimated $2.07M.
  • Freedom Investment Management first reported a position in High Yield ETF in Q3 2014 and held it in 3 quarters.
  • Freedom Investment Management's High Yield ETF position peaked at $2.07M in Q2 2018.
  • 39 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.