Pinkerton Retirement Specialists’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Pinkerton Retirement Specialists’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 Q4	–	Sell	-55,600	Closed	-$1.56M	–	101
2018 Q3	$1.56M	Sell	55,600 -133,736	-71%	-$3.78M	0.63%	49
2018 Q2	$5.35M	Buy	189,336 +175,574	+1,276%	+$4.92M	2.3%	9
2018 Q1	$384K	Buy	+13,762	New	+$382K	0.16%	56

Other funds holding HYMB

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RJA

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

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

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

EWM

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

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

Pinkerton Retirement Specialists's HYMB Position: Q4 2018 in Review

Pinkerton Retirement Specialists sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2018, closing a stake of 55,600 shares — an estimated $1.56M sold.

Pinkerton Retirement Specialists first reported a position in HYMB in Q1 2018 and held it in 3 quarters. The position peaked at $5.35M in Q2 2018. 134 funds tracked by Wall St. Rank hold HYMB as of Q4 2018.

Pinkerton Retirement Specialists reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Pinkerton Retirement Specialists sold 55,600 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2018, an estimated $1.56M.
Pinkerton Retirement Specialists first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2018 and held it in 3 quarters.
Pinkerton Retirement Specialists's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $5.35M in Q2 2018.
134 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2018.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2018, filed 15 Feb 2019.