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

MBE Wealth Management’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
2020
Q2 		– Sell
-175
Closed -$9K – 249
2020
Q1 		$9K Buy
+175
New +$10.8K 0.01% 302

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

MBE Wealth Management's HYD Position: Q2 2020 in Review

MBE Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 175 shares — an estimated $9K sold.

MBE Wealth Management first reported a position in HYD in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

  • MBE Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 175 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $9K.
  • MBE Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's VanEck High Yield Muni ETF position peaked at $9K in Q1 2020.
  • 251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.