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Kelleher Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Kelleher Financial 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
2016
Q2 		– Sell
-163
Closed -$10K – 165
2016
Q1 		$10K Buy
+163
New +$10.1K 0.01% 199

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 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

Kelleher Financial Advisors's HYD Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2016, closing a stake of 163 shares — an estimated $10K sold.

Kelleher Financial Advisors first reported a position in HYD in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 128 funds tracked by Wall St. Rank hold HYD as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 163 VanEck High Yield Muni ETF shares in Q2 2016, an estimated $10K.
  • Kelleher Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's VanEck High Yield Muni ETF position peaked at $10K in Q1 2016.
  • 128 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.