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M Holdings Securities’s VanEck High Yield Muni ETF HYD Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-10,279
Closed -$662K – 163
2019
Q3 		$662K Sell
10,279
-2,759
-21% -$177K 0.2% 114
2019
Q2 		$832K Sell
13,038
-2,477
-16% -$156K 0.28% 93
2019
Q1 		$974K Sell
15,515
-244
-2% -$15K 0.23% 117
2018
Q4 		$962K Sell
15,759
-88
-0.6% -$5.36K 0.3% 92
2018
Q3 		$987K Sell
15,847
-2,257
-12% -$142K 0.26% 103
2018
Q2 		$1.14M Buy
18,104
+1,683
+10% +$105K 0.31% 87
2018
Q1 		$1.02M Buy
16,421
+870
+6% +$53.9K 0.31% 94
2017
Q4 		$970K Buy
15,551
+5,211
+50% +$325K 0.29% 101
2017
Q3 		$647K Buy
10,340
+2,855
+38% +$178K 0.2% 146
2017
Q2 		$463K Buy
7,485
+988
+15% +$61K 0.16% 171
2017
Q1 		$397K Buy
6,497
+2,191
+51% +$132K 0.15% 168
2016
Q4 		$256K Buy
4,306
+774
+22% +$47K 0.09% 214
2016
Q3 		$228K Sell
3,532
-325
-8% -$21K 0.1% 223
2016
Q2 		$249K Buy
+3,857
New +$245K 0.13% 199
2014
Q4 		– Sell
-1,120
Closed -$69K – 287
2014
Q3 		$69K Buy
+1,120
New +$67.7K 0.04% 346

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M Holdings Securities's HYD Position: Q4 2019 in Review

M Holdings Securities sold out of VanEck High Yield Muni ETF (HYD) in Q4 2019, closing a stake of 10,279 shares — an estimated $662K sold.

M Holdings Securities first reported a position in HYD in Q3 2014 and held it in 15 quarters. The position peaked at $1.14M in Q2 2018. 278 funds tracked by Wall St. Rank hold HYD as of Q4 2019.

  • M Holdings Securities reported no remaining VanEck High Yield Muni ETF position as of Q4 2019 after selling out during the quarter.
  • M Holdings Securities sold 10,279 VanEck High Yield Muni ETF shares in Q4 2019, an estimated $662K.
  • M Holdings Securities first reported a position in VanEck High Yield Muni ETF in Q3 2014 and held it in 15 quarters.
  • M Holdings Securities's VanEck High Yield Muni ETF position peaked at $1.14M in Q2 2018.
  • 278 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2019.

Based on M Holdings Securities's 13F filing for Q4 2019, filed 10 Feb 2020.