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Gupta Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$4K Hold
60
– – ﹤0.01% 991
2015
Q4 		$4K Sell
60
-146
-71% -$8.97K ﹤0.01% 1043
2015
Q3 		$13K Buy
206
+60
+41% +$3.63K ﹤0.01% 844
2015
Q2 		$9K Sell
146
-467
-76% -$28.8K ﹤0.01% 917
2015
Q1 		$38K Buy
+613
New +$38.2K 0.01% 449

Other funds holding HYD

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Gupta Wealth Management's HYD Position: Q1 2016 in Review

Gupta Wealth Management held its VanEck High Yield Muni ETF (HYD) position steady in Q1 2016 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Gupta Wealth Management first reported a position in HYD in Q1 2015 and has held it in 5 quarters since. The position peaked at $38K in Q1 2015. 122 funds tracked by Wall St. Rank hold HYD as of Q1 2016.

  • Gupta Wealth Management held 60 shares of VanEck High Yield Muni ETF worth $4K as of Q1 2016.
  • Gupta Wealth Management left its VanEck High Yield Muni ETF share count unchanged in Q1 2016.
  • VanEck High Yield Muni ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #991 holding.
  • Gupta Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's VanEck High Yield Muni ETF position peaked at $38K in Q1 2015.
  • 122 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.