Hobart Private Capital’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Hobart Private Capital’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 Q2	–	Sell	-80,517	Closed	-$1.93M	–	175
2019 Q1	$1.93M	Sell	80,517 -5,320	-6%	-$127K	1.46%	14
2018 Q4	$1.98M	Sell	85,837 -16,199	-16%	-$388K	1.7%	12
2018 Q3	$2.49M	Buy	102,036 +3,772	+4%	+$92.6K	1.91%	10
2018 Q2	$2.41M	Buy	98,264 +6,146	+7%	+$151K	1.96%	11
2018 Q1	$2.27M	Sell	92,118 -24,725	-21%	-$615K	1.99%	10
2017 Q4	$2.9M	Buy	+116,843	New	+$2.93M	2.58%	8

Other funds holding VSHY

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

AWM

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

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

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 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

SFA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Hobart Private Capital's VSHY Position: Q2 2019 in Review

Hobart Private Capital sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2019, closing a stake of 80,517 shares — an estimated $1.93M sold.

Hobart Private Capital first reported a position in VSHY in Q4 2017 and held it in 6 quarters. The position peaked at $2.9M in Q4 2017. 14 funds tracked by Wall St. Rank hold VSHY as of Q2 2019.

Hobart Private Capital reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 80,517 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2019, an estimated $1.93M.
Hobart Private Capital first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2017 and held it in 6 quarters.
Hobart Private Capital's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $2.9M in Q4 2017.
14 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.