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RPg Family Wealth Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

RPg Family Wealth Advisory’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
2019
Q4 		– Sell
-3,620
Closed -$233K – 286
2019
Q3 		$233K Hold
3,620
– – 0.14% 90
2019
Q2 		$231K Hold
3,620
– – 0.14% 88
2019
Q1 		$227K Buy
+3,620
New +$223K 0.13% 92

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPg Family Wealth Advisory's HYD Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q4 2019, closing a stake of 3,620 shares — an estimated $233K sold.

RPg Family Wealth Advisory first reported a position in HYD in Q1 2019 and held it in 3 quarters. The position peaked at $233K in Q3 2019. 278 funds tracked by Wall St. Rank hold HYD as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining VanEck High Yield Muni ETF position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 3,620 VanEck High Yield Muni ETF shares in Q4 2019, an estimated $233K.
  • RPg Family Wealth Advisory first reported a position in VanEck High Yield Muni ETF in Q1 2019 and held it in 3 quarters.
  • RPg Family Wealth Advisory's VanEck High Yield Muni ETF position peaked at $233K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.