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Oak Point Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Oak Point Wealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$28K Hold
979
– – 0.03% 119
2017
Q4 		$29K Buy
+979
New +$29.4K 0.03% 125

Other funds holding ANGL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Point Wealth Management's ANGL Position: Q1 2018 in Review

Oak Point Wealth Management held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q1 2018 at 979 shares worth $28K. The position accounts for 0.03% of the portfolio, ranked #119.

Oak Point Wealth Management first reported a position in ANGL in Q4 2017 and has held it in 2 quarters since. The position peaked at $29K in Q4 2017. 112 funds tracked by Wall St. Rank hold ANGL as of Q1 2018.

  • Oak Point Wealth Management held 979 shares of VanEck Fallen Angel High Yield Bond ETF worth $28K as of Q1 2018.
  • Oak Point Wealth Management left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q1 2018.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #119 holding.
  • Oak Point Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $29K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.