IMA Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

IMA Advisory Services’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
2015 Q3	–	Sell	-5,208	Closed	-$311K	–	142
2015 Q2	$311K	Hold	5,208	–	–	0.15%	115
2015 Q1	$326K	Buy	+5,208	New	+$325K	0.16%	115

Other funds holding HYD

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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

IMA Advisory Services's HYD Position: Q3 2015 in Review

IMA Advisory Services sold out of VanEck High Yield Muni ETF (HYD) in Q3 2015, closing a stake of 5,208 shares — an estimated $311K sold.

IMA Advisory Services first reported a position in HYD in Q1 2015 and held it in 2 quarters. The position peaked at $326K in Q1 2015. 107 funds tracked by Wall St. Rank hold HYD as of Q3 2015.

IMA Advisory Services reported no remaining VanEck High Yield Muni ETF position as of Q3 2015 after selling out during the quarter.
IMA Advisory Services sold 5,208 VanEck High Yield Muni ETF shares in Q3 2015, an estimated $311K.
IMA Advisory Services first reported a position in VanEck High Yield Muni ETF in Q1 2015 and held it in 2 quarters.
IMA Advisory Services's VanEck High Yield Muni ETF position peaked at $326K in Q1 2015.
107 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2015.

Based on IMA Advisory Services's 13F filing for Q3 2015, filed 8 Dec 2016.