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Joel Isaacson & Co’s VanEck High Yield Muni ETF HYD Stock Holding History

Joel Isaacson & Co’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
Q4 		– Sell
-22
Closed -$1K – 766
2015
Q3 		$1K Buy
+22
New +$1.33K ﹤0.01% 702

Other funds holding HYD

Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Joel Isaacson & Co's HYD Position: Q4 2015 in Review

Joel Isaacson & Co sold out of VanEck High Yield Muni ETF (HYD) in Q4 2015, closing a stake of 22 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in HYD in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 115 funds tracked by Wall St. Rank hold HYD as of Q4 2015.

  • Joel Isaacson & Co reported no remaining VanEck High Yield Muni ETF position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 22 VanEck High Yield Muni ETF shares in Q4 2015, an estimated $1K.
  • Joel Isaacson & Co first reported a position in VanEck High Yield Muni ETF in Q3 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's VanEck High Yield Muni ETF position peaked at $1K in Q3 2015.
  • 115 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.