Raymond James Trust’s VanEck High Yield Muni ETF HYD Stock Holding History

Raymond James Trust’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 Q3	–	Sell	-3,971	Closed	-$235K	–	996
2020 Q2	$235K	Sell	3,971 -737	-16%	-$41.5K	0.01%	776
2020 Q1	$246K	Buy	4,708 +855	+22%	+$52.6K	0.01%	631
2019 Q4	$246K	Buy	3,853 +84	+2%	+$5.39K	0.01%	797
2019 Q3	$243K	Sell	3,769 -130	-3%	-$8.34K	0.01%	762
2019 Q2	$249K	Buy	3,899 +130	+3%	+$8.2K	0.01%	721
2019 Q1	$237K	Hold	3,769	–	–	0.01%	701
2018 Q4	$230K	Sell	3,769 -2	-0.1%	-$122	0.01%	672
2018 Q3	$235K	Buy	+3,771	New	+$237K	0.01%	740

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NAM

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

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

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

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

Raymond James Trust's HYD Position: Q3 2020 in Review

Raymond James Trust sold out of VanEck High Yield Muni ETF (HYD) in Q3 2020, closing a stake of 3,971 shares — an estimated $235K sold.

Raymond James Trust first reported a position in HYD in Q3 2018 and held it in 8 quarters. The position peaked at $249K in Q2 2019. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

Raymond James Trust reported no remaining VanEck High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
Raymond James Trust sold 3,971 VanEck High Yield Muni ETF shares in Q3 2020, an estimated $235K.
Raymond James Trust first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 8 quarters.
Raymond James Trust's VanEck High Yield Muni ETF position peaked at $249K in Q2 2019.
243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on Raymond James Trust's 13F filing for Q3 2020, filed 14 Oct 2020.