JP Morgan Private Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HYMB Stock Details HYMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-13,070	Closed	-$364K	–	1333
2017 Q4	$364K	Sell	13,070 -6,110	-32%	-$170K	﹤0.01%	980
2017 Q3	$548K	Hold	19,180	–	–	﹤0.01%	810
2017 Q2	$545K	Hold	19,180	–	–	﹤0.01%	812
2017 Q1	$543K	Hold	19,180	–	–	﹤0.01%	818
2016 Q4	$537K	Buy	+19,180	New	+$546K	﹤0.01%	775

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HYMB Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2018, closing a stake of 13,070 shares — an estimated $364K sold.

JP Morgan Private Wealth Advisors first reported a position in HYMB in Q4 2016 and held it in 5 quarters. The position peaked at $548K in Q3 2017. 127 funds tracked by Wall St. Rank hold HYMB as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,070 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2018, an estimated $364K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $548K in Q3 2017.
127 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.