Integrated Wealth Management (Palm Desert)’s VanEck High Yield Muni ETF HYD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-4,175	Closed	-$269K	–	585
2016 Q3	$269K	Sell	4,175 -751	-15%	-$48.5K	0.1%	173
2016 Q2	$318K	Hold	4,926	–	–	0.12%	159
2016 Q1	$309K	Sell	4,926 -150	-3%	-$9.33K	0.13%	138
2015 Q4	$313K	Sell	5,076 -71	-1%	-$4.36K	0.13%	130
2015 Q3	$315K	Sell	5,147 -100	-2%	-$6.04K	0.14%	132
2015 Q2	$314K	Buy	5,247 +1,812	+53%	+$112K	0.12%	135
2015 Q1	$215K	Buy	+3,435	New	+$214K	0.09%	172

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HYD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of VanEck High Yield Muni ETF (HYD) in Q4 2016, closing a stake of 4,175 shares — an estimated $269K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HYD in Q1 2015 and held it in 7 quarters. The position peaked at $318K in Q2 2016. 157 funds tracked by Wall St. Rank hold HYD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining VanEck High Yield Muni ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4,175 VanEck High Yield Muni ETF shares in Q4 2016, an estimated $269K.
Integrated Wealth Management (Palm Desert) first reported a position in VanEck High Yield Muni ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s VanEck High Yield Muni ETF position peaked at $318K in Q2 2016.
157 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.