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Ladenburg Thalmann Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$14.6M Buy
228,031
+16,397
+8% +$1.05M 0.09% 216
2019
Q3 		$13.6M Buy
211,634
+16,116
+8% +$1.03M 0.09% 212
2019
Q2 		$12.5M Sell
195,518
-17,213
-8% -$1.09M 0.09% 224
2019
Q1 		$13.3M Buy
212,731
+8,376
+4% +$516K 0.1% 199
2018
Q4 		$12.5M Buy
204,355
+54,378
+36% +$3.31M 0.11% 175
2018
Q3 		$9.34M Buy
149,977
+3,583
+2% +$225K 0.08% 219
2018
Q2 		$9.07M Hold
146,394
– – 0.08% 226
2018
Q1 		$9.07M Buy
146,394
+87,662
+149% +$5.43M 0.08% 226
2017
Q4 		$3.67M Sell
58,732
-13,294
-18% -$830K 0.04% 450
2017
Q3 		$4.51M Sell
72,026
-13,279
-16% -$827K 0.05% 337
2017
Q2 		$5.29M Buy
85,305
+44,284
+108% +$2.73M 0.06% 278
2017
Q1 		$2.49M Sell
41,021
-1,048
-2% -$63.2K 0.03% 486
2016
Q4 		$2.48M Sell
42,069
-24,027
-36% -$1.46M 0.03% 441
2016
Q3 		$4.26M Buy
66,096
+18,684
+39% +$1.21M 0.06% 272
2016
Q2 		$3.06M Sell
47,412
-33,827
-42% -$2.14M 0.05% 336
2016
Q1 		$5.08M Buy
81,239
+49,324
+155% +$3.07M 0.09% 204
2015
Q4 		$1.97M Buy
31,915
+10,273
+47% +$631K 0.04% 421
2015
Q3 		$1.31M Sell
21,642
-2,618
-11% -$158K 0.03% 525
2015
Q2 		$1.47M Sell
24,260
-13,459
-36% -$830K 0.03% 524
2015
Q1 		$2.36M Buy
37,719
+18,392
+95% +$1.15M 0.05% 378
2014
Q4 		$1.2M Sell
19,327
-1,712
-8% -$106K 0.03% 527
2014
Q3 		$1.29M Buy
21,039
+498
+2% +$30.1K 0.04% 416
2014
Q2 		$1.25M Buy
20,541
+8,339
+68% +$502K 0.03% 438
2014
Q1 		$722K Buy
12,202
+7
+0.1% +$409 0.02% 584
2013
Q4 		$702K Sell
12,195
-7,371
-38% -$423K 0.02% 572
2013
Q3 		$1.13M Buy
19,566
+1,317
+7% +$77K 0.04% 369
2013
Q2 		$1.16M Buy
+18,249
New +$1.18M 0.04% 356

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HYD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its VanEck High Yield Muni ETF (HYD) stake by 7.7% in Q4 2019, buying an estimated $1.05M and bringing the position to 228,031 shares worth $14.6M. The position accounts for 0.09% of the portfolio, ranked #216.

Ladenburg Thalmann Financial Services first reported a position in HYD in Q2 2013 and has held it in 27 quarters since. 278 funds tracked by Wall St. Rank hold HYD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 228,031 shares of VanEck High Yield Muni ETF worth $14.6M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 16,397 VanEck High Yield Muni ETF shares in Q4 2019, an estimated $1.05M.
  • VanEck High Yield Muni ETF made up 0.09% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #216 holding.
  • Ladenburg Thalmann Financial Services first reported a position in VanEck High Yield Muni ETF in Q2 2013 and has held it in 27 quarters since.
  • 278 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.