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Legacy Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-1,650
Closed -$104K – 465
2019
Q1 		$104K Sell
1,650
-381
-19% -$23.5K 0.04% 153
2018
Q4 		$124K Sell
2,031
-525
-21% -$32K 0.05% 131
2018
Q3 		$159K Hold
2,556
– – 0.06% 119
2018
Q2 		$161K Buy
+2,556
New +$160K 0.06% 117

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Financial Advisors's HYD Position: Q2 2019 in Review

Legacy Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2019, closing a stake of 1,650 shares — an estimated $104K sold.

Legacy Financial Advisors first reported a position in HYD in Q2 2018 and held it in 4 quarters. The position peaked at $161K in Q2 2018. 218 funds tracked by Wall St. Rank hold HYD as of Q2 2019.

  • Legacy Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,650 VanEck High Yield Muni ETF shares in Q2 2019, an estimated $104K.
  • Legacy Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's VanEck High Yield Muni ETF position peaked at $161K in Q2 2018.
  • 218 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.