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

Piershale 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
2018 Q3	–	Sell	-5,219	Closed	-$328K	–	26
2018 Q2	$328K	Sell	5,219 -350	-6%	-$21.8K	0.17%	15
2018 Q1	$345K	Sell	5,569 -62,779	-92%	-$3.89M	0.18%	15
2017 Q4	$4.26M	Buy	+68,348	New	+$4.27M	2.19%	10
2017 Q3	–	Sell	-178,904	Closed	-$10.9M	–	27
2017 Q2	$10.9M	Hold	178,904	–	–	7.04%	6
2017 Q1	$10.9M	Buy	+178,904	New	+$10.8M	7.04%	6
2016 Q4	–	Sell	-101	Closed	-$7K	–	67
2016 Q3	$7K	Buy	+101	New	+$6.52K	0.01%	107
2016 Q2	–	Sell	-99	Closed	-$6K	–	147
2016 Q1	$6K	Buy	99 +1	+1%	+$62	﹤0.01%	99
2015 Q4	$6K	Buy	98 +1	+1%	+$61	﹤0.01%	142
2015 Q3	$6K	Buy	97 +1	+1%	+$60	﹤0.01%	91
2015 Q2	$6K	Buy	96 +1	+1%	+$62	﹤0.01%	86
2015 Q1	$6K	Sell	95 -263,775	-100%	-$16.4M	﹤0.01%	93
2014 Q4	$16.3M	Buy	263,870 +19,275	+8%	+$1.19M	10.59%	1
2014 Q3	$15M	Buy	244,595 +15,252	+7%	+$921K	12.05%	1
2014 Q2	$13.8M	Buy	+229,343	New	+$13.8M	11.31%	2

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Piershale Financial Group's HYD Position: Q3 2018 in Review

Piershale Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q3 2018, closing a stake of 5,219 shares — an estimated $328K sold.

Piershale Financial Group first reported a position in HYD in Q2 2014 and held it in 14 quarters. The position peaked at $16.3M in Q4 2014. 195 funds tracked by Wall St. Rank hold HYD as of Q3 2018.

Piershale Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q3 2018 after selling out during the quarter.
Piershale Financial Group sold 5,219 VanEck High Yield Muni ETF shares in Q3 2018, an estimated $328K.
Piershale Financial Group first reported a position in VanEck High Yield Muni ETF in Q2 2014 and held it in 14 quarters.
Piershale Financial Group's VanEck High Yield Muni ETF position peaked at $16.3M in Q4 2014.
195 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2018.

Based on Piershale Financial Group's 13F filing for Q3 2018, filed 23 Oct 2018.