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Loring Wolcott & Coolidge Fiduciary Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q4 		– Sell
-18
Closed -$868 – 575
2023
Q3 		$868 Hold
18
– – ﹤0.01% 595
2023
Q2 		$924 Buy
+18
New +$922 ﹤0.01% 620

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HYD Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 18 shares — an estimated $868 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HYD in Q2 2023 and held it in 2 quarters. The position peaked at $924 in Q2 2023. 318 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 18 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $868.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's VanEck High Yield Muni ETF position peaked at $924 in Q2 2023.
  • 318 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.