LWM
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Liberty Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Liberty Wealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10
Closed – – 882
2019
Q4 		$0 Buy
+10
New +$294 ﹤0.01% 899

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Liberty Wealth Management's ANGL Position: Q1 2020 in Review

Liberty Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2020, closing a stake of 10 shares.

Liberty Wealth Management first reported a position in ANGL in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 148 funds tracked by Wall St. Rank hold ANGL as of Q1 2020.

  • Liberty Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 10 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2020.
  • Liberty Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Liberty Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $0 in Q4 2019.
  • 148 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.