RFWA
ANGL icon

RPg Family Wealth Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-340
Closed -$10.3K – 272
2017
Q3 		$10.3K Sell
340
-335
-50% -$10K 0.01% 270
2017
Q2 		$20K Buy
+675
New +$20K 0.02% 238
2016
Q4 		– Sell
-438
Closed -$12.7K – 263
2016
Q3 		$12.7K Buy
+438
New +$12.4K 0.01% 220

Other funds holding ANGL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPg Family Wealth Advisory's ANGL Position: Q4 2017 in Review

RPg Family Wealth Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2017, closing a stake of 340 shares — an estimated $10.3K sold.

RPg Family Wealth Advisory first reported a position in ANGL in Q3 2016 and held it in 3 quarters. The position peaked at $20K in Q2 2017. 116 funds tracked by Wall St. Rank hold ANGL as of Q4 2017.

  • RPg Family Wealth Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 340 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2017, an estimated $10.3K.
  • RPg Family Wealth Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2016 and held it in 3 quarters.
  • RPg Family Wealth Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $20K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.