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Richard Bernstein Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Richard Bernstein Advisors’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
2016
Q4 		– Sell
-1,486,726
Closed -$95.9M – 227
2016
Q3 		$95.9M Buy
1,486,726
+50,653
+4% +$3.27M 9.13% 1
2016
Q2 		$92.8M Buy
1,436,073
+11,330
+0.8% +$718K 8.83% 1
2016
Q1 		$89.3M Sell
1,424,743
-44,070
-3% -$2.74M 8.92% 1
2015
Q4 		$90.8M Buy
1,468,813
+7,717
+0.5% +$474K 11.63% 1
2015
Q3 		$89.4M Buy
1,461,096
+103,521
+8% +$6.26M 12.21% 1
2015
Q2 		$81.2M Buy
1,357,575
+135,760
+11% +$8.37M 9.8% 1
2015
Q1 		$76.6M Buy
1,221,815
+574,885
+89% +$35.8M 10.03% 1
2014
Q4 		$39.9M Hold
646,930
– – 4.13% 1
2014
Q3 		$39.8M Hold
646,930
– – 4.19% 1
2014
Q2 		$39M Sell
646,930
-8,533
-1% -$513K 4.59% 1
2014
Q1 		$39.1M Buy
655,463
+317,464
+94% +$18.5M 5.55% 1
2013
Q4 		$19.1M Buy
337,999
+153,463
+83% +$8.81M 3.86% 1
2013
Q3 		$10.8M Buy
184,536
+99,980
+118% +$5.84M 3.19% 2
2013
Q2 		$5.17M Buy
+84,556
New +$5.49M 1.71% 3

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Richard Bernstein Advisors's HYD Position: Q4 2016 in Review

Richard Bernstein Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2016, closing a stake of 1,486,726 shares — an estimated $95.9M sold.

Richard Bernstein Advisors first reported a position in HYD in Q2 2013 and held it in 14 quarters. The position peaked at $95.9M in Q3 2016. 157 funds tracked by Wall St. Rank hold HYD as of Q4 2016.

  • Richard Bernstein Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2016 after selling out during the quarter.
  • Richard Bernstein Advisors sold 1,486,726 VanEck High Yield Muni ETF shares in Q4 2016, an estimated $95.9M.
  • Richard Bernstein Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 14 quarters.
  • Richard Bernstein Advisors's VanEck High Yield Muni ETF position peaked at $95.9M in Q3 2016.
  • 157 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2016.

Based on Richard Bernstein Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.