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KCS Wealth Advisory’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

KCS Wealth Advisory’s Portfolio HYLB Stock Details HYLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-83
Closed -$3.31K – 248
2019
Q3 		$3.31K Buy
+83
New +$3.32K ﹤0.01% 407

Other funds holding HYLB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

KCS Wealth Advisory's HYLB Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2019, closing a stake of 83 shares — an estimated $3.31K sold.

KCS Wealth Advisory first reported a position in HYLB in Q3 2019 and held it in 1 quarter. The position peaked at $3.31K in Q3 2019. 176 funds tracked by Wall St. Rank hold HYLB as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 83 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $3.31K.
  • KCS Wealth Advisory first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Xtrackers USD High Yield Corporate Bond ETF position peaked at $3.31K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.