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Richard Bernstein Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Richard Bernstein Advisors’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,217,772
Closed -$35.1M – 279
2014
Q4 		$35.1M Hold
1,217,772
– – 3.63% 2
2014
Q3 		$34.6M Buy
1,217,772
+505,110
+71% +$14.1M 3.64% 2
2014
Q2 		$20.1M Buy
712,662
+371,810
+109% +$10.3M 2.36% 3
2014
Q1 		$9.31M Buy
+340,852
New +$9.11M 1.32% 10

Other funds holding HYMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Richard Bernstein Advisors's HYMB Position: Q1 2015 in Review

Richard Bernstein Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2015, closing a stake of 1,217,772 shares — an estimated $35.1M sold.

Richard Bernstein Advisors first reported a position in HYMB in Q1 2014 and held it in 4 quarters. The position peaked at $35.1M in Q4 2014. 77 funds tracked by Wall St. Rank hold HYMB as of Q1 2015.

  • Richard Bernstein Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Richard Bernstein Advisors sold 1,217,772 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2015, an estimated $35.1M.
  • Richard Bernstein Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2014 and held it in 4 quarters.
  • Richard Bernstein Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $35.1M in Q4 2014.
  • 77 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2015.

Based on Richard Bernstein Advisors's 13F filing for Q1 2015, filed 11 May 2015.