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

NewEdge Wealth’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
2021
Q2 		– Sell
-15,589
Closed -$969K – 291
2021
Q1 		$969K Buy
15,589
+10,789
+225% +$670K 0.1% 164
2020
Q4 		$295K Buy
+4,800
New +$290K 0.09% 125

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NAM
Newfleet Asset Management Hartford, Connecticut $2.05M AUM 27.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

NewEdge Wealth's HYD Position: Q2 2021 in Review

NewEdge Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q2 2021, closing a stake of 15,589 shares — an estimated $969K sold.

NewEdge Wealth first reported a position in HYD in Q4 2020 and held it in 2 quarters. The position peaked at $969K in Q1 2021. 295 funds tracked by Wall St. Rank hold HYD as of Q2 2021.

  • NewEdge Wealth reported no remaining VanEck High Yield Muni ETF position as of Q2 2021 after selling out during the quarter.
  • NewEdge Wealth sold 15,589 VanEck High Yield Muni ETF shares in Q2 2021, an estimated $969K.
  • NewEdge Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 2 quarters.
  • NewEdge Wealth's VanEck High Yield Muni ETF position peaked at $969K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2021.

Based on NewEdge Wealth's 13F filing for Q2 2021, filed 11 Aug 2021.