KF
HYLD

Krilogy Financial’s High Yield ETF HYLD Stock Holding History

Krilogy Financial’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-53
Closed -$2K – 669
2018
Q1 		$2K Hold
53
– – ﹤0.01% 709
2017
Q4 		$2K Hold
53
– – ﹤0.01% 711
2017
Q3 		$2K Hold
53
– – ﹤0.01% 755
2017
Q2 		$2K Hold
53
– – ﹤0.01% 678
2017
Q1 		$2K Hold
53
– – ﹤0.01% 661
2016
Q4 		$2K Sell
53
-3,144
-98% -$110K ﹤0.01% 661
2016
Q3 		$112K Sell
3,197
-247
-7% -$8.57K 0.04% 194
2016
Q2 		$117K Buy
3,444
+48
+1% +$1.58K 0.04% 183
2016
Q1 		$107K Buy
3,396
+85
+3% +$2.66K 0.04% 165
2015
Q4 		$108K Sell
3,311
-785
-19% -$27.6K 0.1% 87
2015
Q3 		$148K Buy
+4,096
New +$159K 0.07% 105

Other funds holding HYLD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Krilogy Financial's HYLD Position: Q2 2018 in Review

Krilogy Financial sold out of High Yield ETF (HYLD) in Q2 2018, closing a stake of 53 shares — an estimated $2K sold.

Krilogy Financial first reported a position in HYLD in Q3 2015 and held it in 11 quarters. The position peaked at $148K in Q3 2015. 36 funds tracked by Wall St. Rank hold HYLD as of Q2 2018.

  • Krilogy Financial reported no remaining High Yield ETF position as of Q2 2018 after selling out during the quarter.
  • Krilogy Financial sold 53 High Yield ETF shares in Q2 2018, an estimated $2K.
  • Krilogy Financial first reported a position in High Yield ETF in Q3 2015 and held it in 11 quarters.
  • Krilogy Financial's High Yield ETF position peaked at $148K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held High Yield ETF as of Q2 2018.

Based on Krilogy Financial's 13F filing for Q2 2018, filed 15 Aug 2018.