RWA Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

RWA Wealth Partners’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
2020 Q1	–	Sell	-5,119	Closed	-$328K	–	222
2019 Q4	$328K	Sell	5,119 -353	-6%	-$22.7K	0.03%	191
2019 Q3	$353K	Buy	5,472 +584	+12%	+$37.5K	0.04%	180
2019 Q2	$312K	Buy	4,888 +915	+23%	+$57.7K	0.03%	184
2019 Q1	$249K	Sell	3,973 -77,656	-95%	-$4.78M	0.03%	203
2018 Q4	$4.98M	Sell	81,629 -58,303	-42%	-$3.55M	0.66%	41
2018 Q3	$8.71M	Buy	139,932 +12,538	+10%	+$786K	0.98%	22
2018 Q2	$8.02M	Buy	127,394 +13,232	+12%	+$826K	0.89%	26
2018 Q1	$7.08M	Buy	114,162 +19,887	+21%	+$1.23M	0.91%	25
2017 Q4	$5.88M	Buy	+94,275	New	+$5.89M	0.66%	39

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RWA Wealth Partners's HYD Position: Q1 2020 in Review

RWA Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2020, closing a stake of 5,119 shares — an estimated $328K sold.

RWA Wealth Partners first reported a position in HYD in Q4 2017 and held it in 9 quarters. The position peaked at $8.71M in Q3 2018. 262 funds tracked by Wall St. Rank hold HYD as of Q1 2020.

RWA Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
RWA Wealth Partners sold 5,119 VanEck High Yield Muni ETF shares in Q1 2020, an estimated $328K.
RWA Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 9 quarters.
RWA Wealth Partners's VanEck High Yield Muni ETF position peaked at $8.71M in Q3 2018.
262 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2020.

Based on RWA Wealth Partners's 13F filing for Q1 2020, filed 8 Apr 2020.