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Key Client Fiduciary Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Key Client Fiduciary 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
2023
Q3 		– Sell
-8,257
Closed -$229K – 171
2023
Q2 		$229K Buy
+8,257
New +$227K 0.13% 152

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Key Client Fiduciary Advisors's ANGL Position: Q3 2023 in Review

Key Client Fiduciary Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2023, closing a stake of 8,257 shares — an estimated $229K sold.

Key Client Fiduciary Advisors first reported a position in ANGL in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 305 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

  • Key Client Fiduciary Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 8,257 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2023, an estimated $229K.
  • Key Client Fiduciary Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and held it in 1 quarter.
  • Key Client Fiduciary Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $229K in Q2 2023.
  • 305 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.