HFS
HYLD

HL Financial Services’s High Yield ETF HYLD Stock Holding History

HL Financial Services’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
2019
Q1 		$225K Sell
6,450
-200
-3% -$6.89K ﹤0.01% 683
2018
Q4 		$224K Buy
6,650
+1,200
+22% +$42.5K ﹤0.01% 662
2018
Q3 		$200K Buy
+5,450
New +$200K ﹤0.01% 729
2017
Q4 		– Sell
-8,290
Closed -$299K – 710
2017
Q3 		$299K Sell
8,290
-200
-2% -$7.2K 0.01% 576
2017
Q2 		$305K Buy
8,490
+100
+1% +$3.6K 0.01% 581
2017
Q1 		$299K Sell
8,390
-360
-4% -$13K 0.01% 561
2016
Q4 		$312K Buy
8,750
+550
+7% +$19.2K 0.01% 545
2016
Q3 		$286K Buy
+8,200
New +$285K 0.01% 545
2016
Q1 		– Sell
-8,800
Closed -$287K – 686
2015
Q4 		$287K Sell
8,800
-400
-4% -$14.1K 0.01% 542
2015
Q3 		$333K Buy
9,200
+100
+1% +$3.88K 0.01% 508
2015
Q2 		$369K Buy
9,100
+300
+3% +$12.5K 0.01% 522
2015
Q1 		$364K Buy
8,800
+1,000
+13% +$41.6K 0.01% 524
2014
Q4 		$321K Sell
7,800
-3,800
-33% -$175K 0.01% 540
2014
Q3 		$582K Buy
11,600
+1,200
+12% +$62.6K 0.02% 377
2014
Q2 		$554K Buy
10,400
+3,000
+41% +$159K 0.02% 392
2014
Q1 		$389K Buy
+7,400
New +$387K 0.01% 455

Other funds holding HYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

HL Financial Services's HYLD Position: Q1 2019 in Review

HL Financial Services reduced its High Yield ETF (HYLD) stake by 3% in Q1 2019, selling an estimated $6.89K and leaving 6,450 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

HL Financial Services first reported a position in HYLD in Q1 2014 and has held it in 16 quarters since. The position peaked at $582K in Q3 2014. 40 funds tracked by Wall St. Rank hold HYLD as of Q1 2019.

  • HL Financial Services held 6,450 shares of High Yield ETF worth $225K as of Q1 2019.
  • HL Financial Services sold 200 High Yield ETF shares in Q1 2019, an estimated $6.89K.
  • High Yield ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #683 holding.
  • HL Financial Services first reported a position in High Yield ETF in Q1 2014 and has held it in 16 quarters since.
  • HL Financial Services's High Yield ETF position peaked at $582K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.