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Reilly Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Reilly Financial Advisors’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-346
Closed -$10K – 966
2017
Q4 		$10K Sell
346
-171
-33% -$5.14K ﹤0.01% 644
2017
Q3 		$16K Hold
517
– – ﹤0.01% 543
2017
Q2 		$15K Hold
517
– – ﹤0.01% 557
2017
Q1 		$15K Hold
517
– – ﹤0.01% 530
2016
Q4 		$15K Buy
+517
New +$14.9K ﹤0.01% 491

Other funds holding ANGL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's ANGL Position: Q1 2018 in Review

Reilly Financial Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2018, closing a stake of 346 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in ANGL in Q4 2016 and held it in 5 quarters. The position peaked at $16K in Q3 2017. 112 funds tracked by Wall St. Rank hold ANGL as of Q1 2018.

  • Reilly Financial Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 346 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2018, an estimated $10K.
  • Reilly Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2016 and held it in 5 quarters.
  • Reilly Financial Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $16K in Q3 2017.
  • 112 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.