MSI Financial Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

MSI Financial Services’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
2016 Q4	$18K	Buy	770 +520	+208%	+$12.7K	﹤0.01%	2464
2016 Q3	$6K	Hold	250	–	–	﹤0.01%	3061
2016 Q2	$6K	Sell	250 -5,457	-96%	-$138K	﹤0.01%	3058
2016 Q1	$143K	Buy	5,707 +914	+19%	+$22.7K	0.01%	1155
2015 Q4	$118K	Buy	4,793 +1,164	+32%	+$28.8K	0.01%	1208
2015 Q3	$90K	Buy	+3,629	New	+$90.1K	0.01%	972

Other funds holding SHYD

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

TIM

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

BMCM

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEIRG

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

MSI Financial Services's SHYD Position: Q4 2016 in Review

MSI Financial Services increased its VanEck Short High Yield Muni ETF (SHYD) stake by 208% in Q4 2016, buying an estimated $12.7K and bringing the position to 770 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

MSI Financial Services first reported a position in SHYD in Q3 2015 and has held it in 6 quarters since. The position peaked at $143K in Q1 2016. 37 funds tracked by Wall St. Rank hold SHYD as of Q4 2016.

MSI Financial Services held 770 shares of VanEck Short High Yield Muni ETF worth $18K as of Q4 2016.
MSI Financial Services bought 520 VanEck Short High Yield Muni ETF shares in Q4 2016, an estimated $12.7K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2464 holding.
MSI Financial Services first reported a position in VanEck Short High Yield Muni ETF in Q3 2015 and has held it in 6 quarters since.
MSI Financial Services's VanEck Short High Yield Muni ETF position peaked at $143K in Q1 2016.
37 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.