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Ropes Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Ropes Wealth 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
2017
Q2 		– Sell
-102
Closed -$3K – 515
2017
Q1 		$3K Buy
+102
New +$2.98K ﹤0.01% 479

Other funds holding ANGL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ropes Wealth Advisors's ANGL Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2017, closing a stake of 102 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in ANGL in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 75 funds tracked by Wall St. Rank hold ANGL as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 102 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2017, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $3K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.