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

Harvest Group 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
2021 Q1	–	Sell	-900	Closed	-$55K	–	332
2020 Q4	$55K	Buy	900 +90	+11%	+$5.43K	0.03%	102
2020 Q3	$48K	Buy	810 +135	+20%	+$8.08K	0.03%	95
2020 Q2	$40K	Buy	675 +175	+35%	+$9.86K	0.03%	93
2020 Q1	$26K	Buy	+500	New	+$30.8K	0.03%	113

Other funds holding HYD

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harvest Group Wealth Management's HYD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2021, closing a stake of 900 shares — an estimated $55K sold.

Harvest Group Wealth Management first reported a position in HYD in Q1 2020 and held it in 4 quarters. The position peaked at $55K in Q4 2020. 271 funds tracked by Wall St. Rank hold HYD as of Q1 2021.

Harvest Group Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 900 VanEck High Yield Muni ETF shares in Q1 2021, an estimated $55K.
Harvest Group Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2020 and held it in 4 quarters.
Harvest Group Wealth Management's VanEck High Yield Muni ETF position peaked at $55K in Q4 2020.
271 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.