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

Ladenburg Thalmann Financial Services’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$888K	Buy	35,240 +791	+2%	+$19.9K	0.01%	1366
2019 Q3	$867K	Buy	34,449 +6,119	+22%	+$154K	0.01%	1347
2019 Q2	$709K	Sell	28,330 -320	-1%	-$7.95K	0.01%	1475
2019 Q1	$707K	Sell	28,650 -3,104	-10%	-$75.8K	0.01%	1429
2018 Q4	$769K	Buy	31,754 +2,654	+9%	+$64K	0.01%	1216
2018 Q3	$707K	Buy	29,100 +3,818	+15%	+$93.4K	0.01%	1358
2018 Q2	$612K	Hold	25,282	–	–	0.01%	1419
2018 Q1	$612K	Buy	25,282 +6,511	+35%	+$158K	0.01%	1419
2017 Q4	$455K	Buy	18,771 +1,703	+10%	+$41.5K	﹤0.01%	1623
2017 Q3	$417K	Buy	17,068 +601	+4%	+$14.7K	﹤0.01%	1586
2017 Q2	$400K	Sell	16,467 -22,559	-58%	-$546K	﹤0.01%	1529
2017 Q1	$932K	Sell	39,026 -32,607	-46%	-$780K	0.01%	938
2016 Q4	$1.69M	Buy	71,633 +504	+0.7%	+$12.3K	0.02%	585
2016 Q3	$1.8M	Sell	71,129 -13,278	-16%	-$337K	0.03%	534
2016 Q2	$2.14M	Sell	84,407 -1,998	-2%	-$50.4K	0.03%	442
2016 Q1	$2.17M	Sell	86,405 -4,531	-5%	-$113K	0.04%	405
2015 Q4	$2.24M	Sell	90,936 -984	-1%	-$24.4K	0.04%	388
2015 Q3	$2.29M	Buy	91,920 +4,025	+5%	+$99.9K	0.05%	346
2015 Q2	$2.21M	Buy	87,895 +27,668	+46%	+$702K	0.04%	401
2015 Q1	$1.54M	Buy	60,227 +58,227	+2,911%	+$1.49M	0.03%	502
2014 Q4	$51K	Sell	2,000 -200	-9%	-$5.09K	﹤0.01%	2350
2014 Q3	$56K	Hold	2,200	–	–	﹤0.01%	1958
2014 Q2	$56K	Buy	+2,200	New	+$55.8K	﹤0.01%	1975

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its VanEck Short High Yield Muni ETF (SHYD) stake by 2.3% in Q4 2019, buying an estimated $19.9K and bringing the position to 35,240 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #1366.

Ladenburg Thalmann Financial Services first reported a position in SHYD in Q2 2014 and has held it in 23 quarters since. The position peaked at $2.29M in Q3 2015. 73 funds tracked by Wall St. Rank hold SHYD as of Q4 2019.

Ladenburg Thalmann Financial Services held 35,240 shares of VanEck Short High Yield Muni ETF worth $888K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 791 VanEck Short High Yield Muni ETF shares in Q4 2019, an estimated $19.9K.
VanEck Short High Yield Muni ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1366 holding.
Ladenburg Thalmann Financial Services first reported a position in VanEck Short High Yield Muni ETF in Q2 2014 and has held it in 23 quarters since.
Ladenburg Thalmann Financial Services's VanEck Short High Yield Muni ETF position peaked at $2.29M in Q3 2015.
73 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2019.

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