Gradient Investments’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Gradient Investments’s Portfolio VSHY Stock Details VSHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-152	Closed	-$4K	–	1244
2019 Q2	$4K	Sell	152 -308	-67%	-$7.41K	﹤0.01%	809
2019 Q1	$11K	Buy	+460	New	+$11K	﹤0.01%	541
2018 Q4	–	Sell	-599	Closed	-$15K	–	1103
2018 Q3	$15K	Hold	599	–	–	﹤0.01%	561
2018 Q2	$15K	Hold	599	–	–	﹤0.01%	543
2018 Q1	$15K	Buy	+599	New	+$14.9K	﹤0.01%	547
2017 Q3	–	Sell	-113	Closed	-$3K	–	704
2017 Q2	$3K	Sell	113 -3,504	-97%	-$88.1K	﹤0.01%	662
2017 Q1	$90K	Buy	+3,617	New	+$90.5K	0.01%	269

Other funds holding VSHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's VSHY Position: Q3 2019 in Review

Gradient Investments sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2019, closing a stake of 152 shares — an estimated $4K sold.

Gradient Investments first reported a position in VSHY in Q1 2017 and held it in 7 quarters. The position peaked at $90K in Q1 2017. 9 funds tracked by Wall St. Rank hold VSHY as of Q3 2019.

Gradient Investments reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
Gradient Investments sold 152 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2019, an estimated $4K.
Gradient Investments first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q1 2017 and held it in 7 quarters.
Gradient Investments's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $90K in Q1 2017.
9 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.