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

Retirement 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
Q4 		– Sell
-172
Closed -$10K – 683
2020
Q3 		$10K Hold
172
– – 0.01% 410
2020
Q2 		$10K Buy
+172
New +$9.69K 0.01% 388
2019
Q4 		$16K Buy
+257
New +$16.5K 0.01% 350

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Retirement Group's HYD Position: Q4 2020 in Review

Retirement Group sold out of VanEck High Yield Muni ETF (HYD) in Q4 2020, closing a stake of 172 shares — an estimated $10K sold.

Retirement Group first reported a position in HYD in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 266 funds tracked by Wall St. Rank hold HYD as of Q4 2020.

  • Retirement Group reported no remaining VanEck High Yield Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 172 VanEck High Yield Muni ETF shares in Q4 2020, an estimated $10K.
  • Retirement Group first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 3 quarters.
  • Retirement Group's VanEck High Yield Muni ETF position peaked at $16K in Q4 2019.
  • 266 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.