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Measured Wealth Private Client Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-965
Closed -$60K – 376
2018
Q3 		$60K Buy
+965
New +$60.5K 0.04% 308

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Measured Wealth Private Client Group's HYD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of VanEck High Yield Muni ETF (HYD) in Q4 2018, closing a stake of 965 shares — an estimated $60K sold.

Measured Wealth Private Client Group first reported a position in HYD in Q3 2018 and held it in 1 quarter. The position peaked at $60K in Q3 2018. 211 funds tracked by Wall St. Rank hold HYD as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining VanEck High Yield Muni ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 965 VanEck High Yield Muni ETF shares in Q4 2018, an estimated $60K.
  • Measured Wealth Private Client Group first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's VanEck High Yield Muni ETF position peaked at $60K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.