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Ropes Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Ropes Wealth Advisors’s Portfolio HYLB Stock Details HYLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-45
Closed -$2K – 569
2019
Q2 		$2K Buy
+45
New +$1.79K ﹤0.01% 542

Other funds holding HYLB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ropes Wealth Advisors's HYLB Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2019, closing a stake of 45 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in HYLB in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 150 funds tracked by Wall St. Rank hold HYLB as of Q3 2019.

  • Ropes Wealth Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 45 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2019, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Ropes Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2K in Q2 2019.
  • 150 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.