Leonard Rickey Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Leonard Rickey Investment 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
2020 Q2	–	Sell	-4,557	Closed	-$238K	–	75
2020 Q1	$238K	Sell	4,557 -65	-1%	-$4K	0.18%	50
2019 Q4	$296K	Buy	4,622 +300	+7%	+$19.3K	0.18%	56
2019 Q3	$278K	Buy	4,322 +80	+2%	+$5.13K	0.18%	53
2019 Q2	$271K	Hold	4,242	–	–	0.18%	52
2019 Q1	$266K	Sell	4,242 -1,444	-25%	-$89K	0.19%	56
2018 Q4	$347K	Buy	+5,686	New	+$346K	0.29%	36

Other funds holding HYD

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Leonard Rickey Investment Advisors's HYD Position: Q2 2020 in Review

Leonard Rickey Investment Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 4,557 shares — an estimated $238K sold.

Leonard Rickey Investment Advisors first reported a position in HYD in Q4 2018 and held it in 6 quarters. The position peaked at $347K in Q4 2018. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

Leonard Rickey Investment Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 4,557 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $238K.
Leonard Rickey Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 6 quarters.
Leonard Rickey Investment Advisors's VanEck High Yield Muni ETF position peaked at $347K in Q4 2018.
251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.