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

Piershale Financial Group’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-13,165	Closed	-$323K	–	31
2018 Q2	$323K	Sell	13,165 -779	-6%	-$18.9K	0.17%	17
2018 Q1	$337K	Buy	+13,944	New	+$337K	0.18%	17

Other funds holding SHYD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

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

Piershale Financial Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2018, closing a stake of 13,165 shares — an estimated $323K sold.

Piershale Financial Group first reported a position in SHYD in Q1 2018 and held it in 2 quarters. The position peaked at $337K in Q1 2018. 49 funds tracked by Wall St. Rank hold SHYD as of Q3 2018.

Piershale Financial Group reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2018 after selling out during the quarter.
Piershale Financial Group sold 13,165 VanEck Short High Yield Muni ETF shares in Q3 2018, an estimated $323K.
Piershale Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q1 2018 and held it in 2 quarters.
Piershale Financial Group's VanEck Short High Yield Muni ETF position peaked at $337K in Q1 2018.
49 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2018.

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