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OTA Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

OTA Financial Group’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
2017
Q1 		– Sell
-12,675
Closed -$752K – 74
2016
Q4 		$752K Buy
+12,675
New +$770K 0.39% 29
2013
Q4 		– Sell
-11,750
Closed -$686K – 126
2013
Q3 		$686K Buy
+11,750
New +$687K 0.38% 36

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

OTA Financial Group's HYD Position: Q1 2017 in Review

OTA Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2017, closing a stake of 12,675 shares — an estimated $752K sold.

OTA Financial Group first reported a position in HYD in Q3 2013 and held it in 2 quarters. The position peaked at $752K in Q4 2016. 153 funds tracked by Wall St. Rank hold HYD as of Q1 2017.

  • OTA Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2017 after selling out during the quarter.
  • OTA Financial Group sold 12,675 VanEck High Yield Muni ETF shares in Q1 2017, an estimated $752K.
  • OTA Financial Group first reported a position in VanEck High Yield Muni ETF in Q3 2013 and held it in 2 quarters.
  • OTA Financial Group's VanEck High Yield Muni ETF position peaked at $752K in Q4 2016.
  • 153 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2017.

Based on OTA Financial Group's 13F filing for Q1 2017, filed 28 Apr 2017.