PagnatoKarp Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

PagnatoKarp Partners’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	-46,819	Closed	-$2.45M	–	60
2020 Q1	$2.45M	Sell	46,819 -23,707	-34%	-$1.46M	0.61%	31
2019 Q4	$4.52M	Buy	70,526 +262	+0.4%	+$16.8K	0.78%	24
2019 Q3	$4.53M	Buy	70,264 +720	+1%	+$46.2K	0.9%	23
2019 Q2	$4.44M	Buy	69,544 +484	+0.7%	+$30.5K	0.95%	21
2019 Q1	$4.33M	Buy	69,060 +5,469	+9%	+$337K	0.97%	20
2018 Q4	$3.88M	Sell	63,591 -2,350	-4%	-$143K	0.82%	26
2018 Q3	$4.11M	Sell	65,941 -15,731	-19%	-$987K	1.2%	17
2018 Q2	$5.14M	Buy	81,672 +968	+1%	+$60.4K	1.63%	13
2018 Q1	$5M	Sell	80,704 -38,621	-32%	-$2.39M	2.11%	9
2017 Q4	$7.47M	Sell	119,325 -60,213	-34%	-$3.76M	2.17%	11
2017 Q3	$11.2M	Sell	179,538 -76,445	-30%	-$4.76M	2.85%	8
2017 Q2	$15.8M	Sell	255,983 -60,107	-19%	-$3.71M	4.77%	7
2017 Q1	$19.3M	Buy	+316,090	New	+$19.1M	5.58%	5

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

PagnatoKarp Partners's HYD Position: Q2 2020 in Review

PagnatoKarp Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 46,819 shares — an estimated $2.45M sold.

PagnatoKarp Partners first reported a position in HYD in Q1 2017 and held it in 13 quarters. The position peaked at $19.3M in Q1 2017. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

PagnatoKarp Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 46,819 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $2.45M.
PagnatoKarp Partners first reported a position in VanEck High Yield Muni ETF in Q1 2017 and held it in 13 quarters.
PagnatoKarp Partners's VanEck High Yield Muni ETF position peaked at $19.3M in Q1 2017.
251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.