JFS Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

JFS Wealth Advisors’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11	Closed	–	–	572
2020 Q3	$0	Buy	+11	New	+$330	﹤0.01%	554
2016 Q4	–	Sell	-662	Closed	-$19K	–	439
2016 Q3	$19K	Buy	+662	New	+$18.8K	0.01%	328

Other funds holding ANGL

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

JFS Wealth Advisors's ANGL Position: Q4 2020 in Review

JFS Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2020, closing a stake of 11 shares.

JFS Wealth Advisors first reported a position in ANGL in Q3 2016 and held it in 2 quarters. The position peaked at $19K in Q3 2016. 287 funds tracked by Wall St. Rank hold ANGL as of Q4 2020.

JFS Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
JFS Wealth Advisors sold 11 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2020.
JFS Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2016 and held it in 2 quarters.
JFS Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $19K in Q3 2016.
287 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2020.

Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.