Private Wealth Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Private Wealth 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
2020 Q1	–	Sell	-65,560	Closed	-$4.2M	–	33
2019 Q4	$4.2M	Buy	65,560 +1,462	+2%	+$93.9K	4.37%	8
2019 Q3	$4.13M	Sell	64,098 -56	-0.1%	-$3.59K	3.7%	10
2019 Q2	$4.09M	Sell	64,154 -3,383	-5%	-$213K	3.73%	10
2019 Q1	$4.24M	Buy	+67,537	New	+$4.16M	3.89%	9
2018 Q3	–	Sell	-69,511	Closed	-$4.38M	–	25
2018 Q2	$4.38M	Buy	69,511 +1,535	+2%	+$95.8K	4.17%	8
2018 Q1	$4.21M	Buy	67,976 +80	+0.1%	+$4.96K	7.16%	4
2017 Q4	$4.24M	Buy	+67,896	New	+$4.24M	4.88%	7

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Private Wealth Group's HYD Position: Q1 2020 in Review

Private Wealth Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2020, closing a stake of 65,560 shares — an estimated $4.2M sold.

Private Wealth Group first reported a position in HYD in Q4 2017 and held it in 7 quarters. The position peaked at $4.38M in Q2 2018. 262 funds tracked by Wall St. Rank hold HYD as of Q1 2020.

Private Wealth Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
Private Wealth Group sold 65,560 VanEck High Yield Muni ETF shares in Q1 2020, an estimated $4.2M.
Private Wealth Group first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 7 quarters.
Private Wealth Group's VanEck High Yield Muni ETF position peaked at $4.38M in Q2 2018.
262 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2020.

Based on Private Wealth Group's 13F filing for Q1 2020, filed 12 May 2020.