Peak Capital Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Peak Capital 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
2020 Q1	$7.39M	Sell	291,963 -106,177	-27%	-$3.04M	7.9%	3
2019 Q4	$11.9M	Sell	398,140 -113,473	-22%	-$3.33M	9.66%	3
2019 Q3	$15M	Sell	511,613 -13,389	-3%	-$391K	10.02%	2
2019 Q2	$15.2M	Buy	525,002 +101,258	+24%	+$2.92M	10.32%	2
2019 Q1	$12.2M	Sell	423,744 -120,288	-22%	-$3.39M	8.34%	2
2018 Q4	$14.5M	Sell	544,032 -206,157	-27%	-$5.74M	10.42%	2
2018 Q3	$21.4M	Buy	750,189 +244,927	+48%	+$7.08M	15.76%	1
2018 Q2	$14.5M	Buy	+505,262	New	+$14.7M	8.76%	1

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Peak Capital Management's ANGL Position: Q1 2020 in Review

Peak Capital Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 27% in Q1 2020, selling an estimated $3.04M and leaving 291,963 shares worth $7.39M. The position accounts for 7.9% of the portfolio, ranked #3.

Peak Capital Management first reported a position in ANGL in Q2 2018 and has held it in 8 quarters since. The position peaked at $21.4M in Q3 2018. 148 funds tracked by Wall St. Rank hold ANGL as of Q1 2020.

Peak Capital Management held 291,963 shares of VanEck Fallen Angel High Yield Bond ETF worth $7.39M as of Q1 2020.
Peak Capital Management sold 106,177 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2020, an estimated $3.04M.
VanEck Fallen Angel High Yield Bond ETF made up 7.9% of Peak Capital Management's portfolio in Q1 2020, its #3 holding.
Peak Capital Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2018 and has held it in 8 quarters since.
Peak Capital Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $21.4M in Q3 2018.
148 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2020.

Based on Peak Capital Management's 13F filing for Q1 2020, filed 1 Apr 2020.