Peak Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Peak Asset Management’s Portfolio HYMB Stock Details HYMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,230	Closed	-$201K	–	132
2017 Q4	$201K	Sell	7,230 -40,970	-85%	-$1.14M	0.07%	125
2017 Q3	$1.38M	Buy	48,200 +3,430	+8%	+$98.2K	0.49%	47
2017 Q2	$1.27M	Sell	44,770 -13,394	-23%	-$382K	0.47%	49
2017 Q1	$1.65M	Buy	58,164 +702	+1%	+$19.8K	0.62%	35
2016 Q4	$1.61M	Buy	57,462 +47,136	+456%	+$1.34M	0.64%	41
2016 Q3	$306K	Buy	10,326 +104	+1%	+$3.09K	0.13%	106
2016 Q2	$306K	Buy	10,222 +510	+5%	+$14.9K	0.14%	106
2016 Q1	$280K	Buy	9,712 +2,296	+31%	+$65.6K	0.13%	102
2015 Q4	$212K	Sell	7,416 -360	-5%	-$10.2K	0.1%	113
2015 Q3	$220K	Sell	7,776 -3,500	-31%	-$97.6K	0.12%	107
2015 Q2	$313K	Buy	11,276 +596	+6%	+$17K	0.16%	95
2015 Q1	$307K	Hold	10,680	–	–	0.15%	90
2014 Q4	$308K	Buy	+10,680	New	+$305K	0.16%	89

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Peak Asset Management's HYMB Position: Q1 2018 in Review

Peak Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2018, closing a stake of 7,230 shares — an estimated $201K sold.

Peak Asset Management first reported a position in HYMB in Q4 2014 and held it in 13 quarters. The position peaked at $1.65M in Q1 2017. 127 funds tracked by Wall St. Rank hold HYMB as of Q1 2018.

Peak Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
Peak Asset Management sold 7,230 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2018, an estimated $201K.
Peak Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2014 and held it in 13 quarters.
Peak Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.65M in Q1 2017.
127 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2018.

Based on Peak Asset Management's 13F filing for Q1 2018, filed 14 May 2018.