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Orgel Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Orgel Wealth Management’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
2018
Q4 		– Sell
-11,190
Closed -$272K – 40
2018
Q3 		$272K Hold
11,190
– – 0.12% 32
2018
Q2 		$274K Hold
11,190
– – 0.07% 31
2018
Q1 		$271K Buy
+11,190
New +$271K 0.07% 31

Other funds holding SHYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Orgel Wealth Management's SHYD Position: Q4 2018 in Review

Orgel Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2018, closing a stake of 11,190 shares — an estimated $272K sold.

Orgel Wealth Management first reported a position in SHYD in Q1 2018 and held it in 3 quarters. The position peaked at $274K in Q2 2018. 53 funds tracked by Wall St. Rank hold SHYD as of Q4 2018.

  • Orgel Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2018 after selling out during the quarter.
  • Orgel Wealth Management sold 11,190 VanEck Short High Yield Muni ETF shares in Q4 2018, an estimated $272K.
  • Orgel Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2018 and held it in 3 quarters.
  • Orgel Wealth Management's VanEck Short High Yield Muni ETF position peaked at $274K in Q2 2018.
  • 53 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2018.

Based on Orgel Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.