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

Lucia Wealth Services’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
2019
Q2 		– Sell
-46,137
Closed -$2.9M – 183
2019
Q1 		$2.9M Buy
46,137
+5,379
+13% +$331K 0.99% 25
2018
Q4 		$2.49M Sell
40,758
-12,264
-23% -$747K 1.17% 25
2018
Q3 		$3.3M Buy
+53,022
New +$3.33M 1.03% 24

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lucia Wealth Services's HYD Position: Q2 2019 in Review

Lucia Wealth Services sold out of VanEck High Yield Muni ETF (HYD) in Q2 2019, closing a stake of 46,137 shares — an estimated $2.9M sold.

Lucia Wealth Services first reported a position in HYD in Q3 2018 and held it in 3 quarters. The position peaked at $3.3M in Q3 2018. 218 funds tracked by Wall St. Rank hold HYD as of Q2 2019.

  • Lucia Wealth Services reported no remaining VanEck High Yield Muni ETF position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 46,137 VanEck High Yield Muni ETF shares in Q2 2019, an estimated $2.9M.
  • Lucia Wealth Services first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 3 quarters.
  • Lucia Wealth Services's VanEck High Yield Muni ETF position peaked at $3.3M in Q3 2018.
  • 218 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.