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Linscomb Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Linscomb Wealth’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
2013
Q4 		– Sell
-3,866
Closed -$226K – 242
2013
Q3 		$226K Hold
3,866
– – 0.03% 211
2013
Q2 		$236K Buy
+3,866
New +$251K 0.03% 208

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Linscomb Wealth's HYD Position: Q4 2013 in Review

Linscomb Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q4 2013, closing a stake of 3,866 shares — an estimated $226K sold.

Linscomb Wealth first reported a position in HYD in Q2 2013 and held it in 2 quarters. The position peaked at $236K in Q2 2013. 76 funds tracked by Wall St. Rank hold HYD as of Q4 2013.

  • Linscomb Wealth reported no remaining VanEck High Yield Muni ETF position as of Q4 2013 after selling out during the quarter.
  • Linscomb Wealth sold 3,866 VanEck High Yield Muni ETF shares in Q4 2013, an estimated $226K.
  • Linscomb Wealth first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 2 quarters.
  • Linscomb Wealth's VanEck High Yield Muni ETF position peaked at $236K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2013.

Based on Linscomb Wealth's 13F filing for Q4 2013, filed 5 Feb 2014.