Glassman Wealth Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Glassman Wealth Services’s Portfolio HYD Stock Details HYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-594	Closed	-$36K	–	428
2015 Q3	$36K	Sell	594 -250	-30%	-$15.1K	0.03%	164
2015 Q2	$50K	Hold	844	–	–	0.04%	151
2015 Q1	$53K	Hold	844	–	–	0.04%	142
2014 Q4	$52K	Buy	+844	New	+$52.1K	0.04%	158

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Glassman Wealth Services's HYD Position: Q4 2015 in Review

Glassman Wealth Services sold out of VanEck High Yield Muni ETF (HYD) in Q4 2015, closing a stake of 594 shares — an estimated $36K sold.

Glassman Wealth Services first reported a position in HYD in Q4 2014 and held it in 4 quarters. The position peaked at $53K in Q1 2015. 115 funds tracked by Wall St. Rank hold HYD as of Q4 2015.

Glassman Wealth Services reported no remaining VanEck High Yield Muni ETF position as of Q4 2015 after selling out during the quarter.
Glassman Wealth Services sold 594 VanEck High Yield Muni ETF shares in Q4 2015, an estimated $36K.
Glassman Wealth Services first reported a position in VanEck High Yield Muni ETF in Q4 2014 and held it in 4 quarters.
Glassman Wealth Services's VanEck High Yield Muni ETF position peaked at $53K in Q1 2015.
115 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2015.

Based on Glassman Wealth Services's 13F filing for Q4 2015, filed 4 Feb 2016.