Kore Private Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-10,363	Closed	-$614K	–	628
2020 Q2	$614K	Buy	10,363 +10,138	+4,506%	+$571K	0.13%	114
2020 Q1	$12K	Hold	225	–	–	﹤0.01%	664
2019 Q4	$14K	Buy	+225	New	+$14.4K	﹤0.01%	692
2019 Q2	–	Sell	-225	Closed	-$14K	–	483
2019 Q1	$14K	Sell	225 -373	-62%	-$23K	﹤0.01%	554
2018 Q4	$37K	Buy	+598	New	+$36.4K	0.01%	413

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Kore Private Wealth's HYD Position: Q3 2020 in Review

Kore Private Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q3 2020, closing a stake of 10,363 shares — an estimated $614K sold.

Kore Private Wealth first reported a position in HYD in Q4 2018 and held it in 5 quarters. The position peaked at $614K in Q2 2020. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

Kore Private Wealth reported no remaining VanEck High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 10,363 VanEck High Yield Muni ETF shares in Q3 2020, an estimated $614K.
Kore Private Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's VanEck High Yield Muni ETF position peaked at $614K in Q2 2020.
243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.