Independent Portfolio Consultants’s VanEck High Yield Muni ETF HYD Stock Holding History

Independent Portfolio Consultants’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 Q2	–	Sell	-29,402	Closed	-$1.84M	–	943
2015 Q1	$1.84M	Buy	29,402 +1,154	+4%	+$71.9K	0.38%	88
2014 Q4	$1.74M	Sell	28,248 -9,865	-26%	-$609K	0.35%	101
2014 Q3	$2.34M	Buy	38,113 +28,400	+292%	+$1.72M	0.63%	24
2014 Q2	$586K	Buy	9,713 +255	+3%	+$15.3K	0.16%	187
2014 Q1	$558K	Buy	+9,458	New	+$552K	0.18%	189

Other funds holding HYD

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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

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

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

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

Independent Portfolio Consultants's HYD Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of VanEck High Yield Muni ETF (HYD) in Q2 2015, closing a stake of 29,402 shares — an estimated $1.84M sold.

Independent Portfolio Consultants first reported a position in HYD in Q1 2014 and held it in 5 quarters. The position peaked at $2.34M in Q3 2014. 113 funds tracked by Wall St. Rank hold HYD as of Q2 2015.

Independent Portfolio Consultants reported no remaining VanEck High Yield Muni ETF position as of Q2 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 29,402 VanEck High Yield Muni ETF shares in Q2 2015, an estimated $1.84M.
Independent Portfolio Consultants first reported a position in VanEck High Yield Muni ETF in Q1 2014 and held it in 5 quarters.
Independent Portfolio Consultants's VanEck High Yield Muni ETF position peaked at $2.34M in Q3 2014.
113 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.