Milestone Advisory Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Milestone Advisory Partners’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 Q1	–	Sell	-3,133	Closed	-$201K	–	46
2019 Q4	$201K	Buy	+3,133	New	+$201K	0.11%	57
2018 Q4	–	Sell	-4,162	Closed	-$259K	–	44
2018 Q3	$259K	Hold	4,162	–	–	0.18%	43
2018 Q2	$262K	Hold	4,162	–	–	0.19%	42
2018 Q1	$258K	Hold	4,162	–	–	0.19%	43
2017 Q4	$260K	Buy	+4,162	New	+$260K	0.19%	41

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Milestone Advisory Partners's HYD Position: Q1 2020 in Review

Milestone Advisory Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2020, closing a stake of 3,133 shares — an estimated $201K sold.

Milestone Advisory Partners first reported a position in HYD in Q4 2017 and held it in 5 quarters. The position peaked at $262K in Q2 2018. 262 funds tracked by Wall St. Rank hold HYD as of Q1 2020.

Milestone Advisory Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 3,133 VanEck High Yield Muni ETF shares in Q1 2020, an estimated $201K.
Milestone Advisory Partners first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 5 quarters.
Milestone Advisory Partners's VanEck High Yield Muni ETF position peaked at $262K in Q2 2018.
262 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.