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

Merriman 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
2015
Q4 		– Sell
-14,250
Closed -$872K – 44
2015
Q3 		$872K Buy
+14,250
New +$861K 0.49% 24

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Merriman Wealth Management's HYD Position: Q4 2015 in Review

Merriman Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2015, closing a stake of 14,250 shares — an estimated $872K sold.

Merriman Wealth Management first reported a position in HYD in Q3 2015 and held it in 1 quarter. The position peaked at $872K in Q3 2015. 115 funds tracked by Wall St. Rank hold HYD as of Q4 2015.

  • Merriman Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2015 after selling out during the quarter.
  • Merriman Wealth Management sold 14,250 VanEck High Yield Muni ETF shares in Q4 2015, an estimated $872K.
  • Merriman Wealth Management first reported a position in VanEck High Yield Muni ETF in Q3 2015 and held it in 1 quarter.
  • Merriman Wealth Management's VanEck High Yield Muni ETF position peaked at $872K in Q3 2015.
  • 115 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2015.

Based on Merriman Wealth Management's 13F filing for Q4 2015, filed 6 Jan 2016.