Laird Norton Wetherby Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Laird Norton Wetherby Wealth Management’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
2015 Q3	–	Sell	-4,088	Closed	-$244K	–	466
2015 Q2	$244K	Sell	4,088 -590	-13%	-$36.4K	0.06%	379
2015 Q1	$293K	Sell	4,678 -843	-15%	-$52.5K	0.07%	323
2014 Q4	$341K	Hold	5,521	–	–	0.09%	280
2014 Q3	$340K	Hold	5,521	–	–	0.09%	270
2014 Q2	$333K	Buy	+5,521	New	+$332K	0.09%	273

Other funds holding HYD

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HYD Position: Q3 2015 in Review

Laird Norton Wetherby Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2015, closing a stake of 4,088 shares — an estimated $244K sold.

Laird Norton Wetherby Wealth Management first reported a position in HYD in Q2 2014 and held it in 5 quarters. The position peaked at $341K in Q4 2014. 107 funds tracked by Wall St. Rank hold HYD as of Q3 2015.

Laird Norton Wetherby Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2015 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,088 VanEck High Yield Muni ETF shares in Q3 2015, an estimated $244K.
Laird Norton Wetherby Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2014 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's VanEck High Yield Muni ETF position peaked at $341K in Q4 2014.
107 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2015.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.