Meridian Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Meridian Wealth Management’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-9,000	Closed	-$221K	–	197
2018 Q2	$221K	Hold	9,000	–	–	0.1%	167
2018 Q1	$218K	Hold	9,000	–	–	0.11%	163
2017 Q4	$220K	Hold	9,000	–	–	0.14%	158
2017 Q3	$220K	Sell	9,000 -1,000	-10%	-$24.4K	0.14%	152
2017 Q2	$243K	Hold	10,000	–	–	0.15%	142
2017 Q1	$240K	Hold	10,000	–	–	0.14%	144
2016 Q4	$238K	Buy	+10,000	New	+$243K	0.19%	108

Other funds holding SHYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Meridian Wealth Management's SHYD Position: Q3 2018 in Review

Meridian Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2018, closing a stake of 9,000 shares — an estimated $221K sold.

Meridian Wealth Management first reported a position in SHYD in Q4 2016 and held it in 7 quarters. The position peaked at $243K in Q2 2017. 49 funds tracked by Wall St. Rank hold SHYD as of Q3 2018.

Meridian Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2018 after selling out during the quarter.
Meridian Wealth Management sold 9,000 VanEck Short High Yield Muni ETF shares in Q3 2018, an estimated $221K.
Meridian Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2016 and held it in 7 quarters.
Meridian Wealth Management's VanEck Short High Yield Muni ETF position peaked at $243K in Q2 2017.
49 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2018.

Based on Meridian Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.