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Placemark Investments’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Placemark Investments’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
2014
Q4 		$559K Sell
19,424
-3,472
-15% -$99.1K 0.01% 1121
2014
Q3 		$649K Buy
22,896
+8,186
+56% +$229K 0.01% 1068
2014
Q2 		$414K Buy
14,710
+6,086
+71% +$169K 0.01% 1247
2014
Q1 		$236K Buy
+8,624
New +$230K ﹤0.01% 1448
2013
Q3 		– Sell
-12,064
Closed -$325K – 1581
2013
Q2 		$325K Buy
+12,064
New +$347K 0.01% 1232

Other funds holding HYMB

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM

Placemark Investments's HYMB Position: Q4 2014 in Review

Placemark Investments reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 15% in Q4 2014, selling an estimated $99.1K and leaving 19,424 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #1121.

Placemark Investments first reported a position in HYMB in Q2 2013 and has held it in 5 quarters since. The position peaked at $649K in Q3 2014. 62 funds tracked by Wall St. Rank hold HYMB as of Q4 2014.

  • Placemark Investments held 19,424 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $559K as of Q4 2014.
  • Placemark Investments sold 3,472 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2014, an estimated $99.1K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1121 holding.
  • Placemark Investments first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • Placemark Investments's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $649K in Q3 2014.
  • 62 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.