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Legacy Wealth Partners (California)’s CP High Yield Trend ETF HYTR Stock Holding History

Legacy Wealth Partners (California)’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40,248
Closed -$924K – 99
2020
Q2 		$924K Sell
40,248
-3,934
-9% -$92.4K 0.7% 29
2020
Q1 		$1.04M Buy
+44,182
New +$1.08M 0.97% 24

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UBS Group
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Legacy Wealth Partners (California)'s HYTR Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of CP High Yield Trend ETF (HYTR) in Q3 2020, closing a stake of 40,248 shares — an estimated $924K sold.

Legacy Wealth Partners (California) first reported a position in HYTR in Q1 2020 and held it in 2 quarters. The position peaked at $1.04M in Q1 2020. 3 funds tracked by Wall St. Rank hold HYTR as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining CP High Yield Trend ETF position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 40,248 CP High Yield Trend ETF shares in Q3 2020, an estimated $924K.
  • Legacy Wealth Partners (California) first reported a position in CP High Yield Trend ETF in Q1 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s CP High Yield Trend ETF position peaked at $1.04M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.