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Intercontinental Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Intercontinental Wealth Advisors’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
2017
Q4 		– Sell
-9,755
Closed -$611K – 155
2017
Q3 		$611K Hold
9,755
– – 0.37% 47
2017
Q2 		$603K Buy
+9,755
New +$602K 0.39% 49

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intercontinental Wealth Advisors's HYD Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2017, closing a stake of 9,755 shares — an estimated $611K sold.

Intercontinental Wealth Advisors first reported a position in HYD in Q2 2017 and held it in 2 quarters. The position peaked at $611K in Q3 2017. 182 funds tracked by Wall St. Rank hold HYD as of Q4 2017.

  • Intercontinental Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 9,755 VanEck High Yield Muni ETF shares in Q4 2017, an estimated $611K.
  • Intercontinental Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2017 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's VanEck High Yield Muni ETF position peaked at $611K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.