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Newfound Research’s VanEck High Yield Muni ETF HYD Stock Holding History

Newfound Research’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
Q2 		– Sell
-42
Closed -$2K – 111
2020
Q1 		$2K Sell
42
-99
-70% -$6.1K ﹤0.01% 40
2019
Q4 		$9K Sell
141
-87
-38% -$5.59K 0.01% 44
2019
Q3 		$15K Buy
228
+38
+20% +$2.44K 0.01% 51
2019
Q2 		$12K Buy
190
+2
+1% +$126 0.01% 54
2019
Q1 		$12K Buy
188
+24
+15% +$1.48K 0.01% 43
2018
Q4 		$10K Sell
164
-257
-61% -$15.7K 0.01% 23
2018
Q3 		$26K Sell
421
-56
-12% -$3.51K 0.01% 41
2018
Q2 		$30K Buy
477
+118
+33% +$7.37K 0.02% 28
2018
Q1 		$22K Buy
359
+165
+85% +$10.2K 0.01% 34
2017
Q4 		$12K Buy
194
+12
+7% +$749 0.01% 67
2017
Q3 		$11K Sell
182
-110
-38% -$6.85K 0.01% 63
2017
Q2 		$18K Sell
292
-51
-15% -$3.15K 0.01% 52
2017
Q1 		$21K Sell
343
-1,557
-82% -$93.9K 0.02% 47
2016
Q4 		$113K Sell
1,900
-162
-8% -$9.84K 0.1% 27
2016
Q3 		$133K Buy
2,062
+502
+32% +$32.4K 0.13% 36
2016
Q2 		$101K Buy
1,560
+462
+42% +$29.3K 0.11% 32
2016
Q1 		$69K Buy
1,098
+231
+27% +$14.4K 0.07% 22
2015
Q4 		$54K Buy
+867
New +$53.3K 0.06% 21

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Newfound Research's HYD Position: Q2 2020 in Review

Newfound Research sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 42 shares — an estimated $2K sold.

Newfound Research first reported a position in HYD in Q4 2015 and held it in 18 quarters. The position peaked at $133K in Q3 2016. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

  • Newfound Research reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 42 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $2K.
  • Newfound Research first reported a position in VanEck High Yield Muni ETF in Q4 2015 and held it in 18 quarters.
  • Newfound Research's VanEck High Yield Muni ETF position peaked at $133K in Q3 2016.
  • 251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.