RWA Wealth Partners’s High Yield ETF HYLD Stock Holding History

RWA Wealth Partners’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-141	Closed	-$5K	–	742
2018 Q2	$5K	Buy	+141	New	+$5.2K	﹤0.01%	679

Other funds holding HYLD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

RWA Wealth Partners's HYLD Position: Q3 2018 in Review

RWA Wealth Partners sold out of High Yield ETF (HYLD) in Q3 2018, closing a stake of 141 shares — an estimated $5K sold.

RWA Wealth Partners first reported a position in HYLD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 39 funds tracked by Wall St. Rank hold HYLD as of Q3 2018.

RWA Wealth Partners reported no remaining High Yield ETF position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 141 High Yield ETF shares in Q3 2018, an estimated $5K.
RWA Wealth Partners first reported a position in High Yield ETF in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's High Yield ETF position peaked at $5K in Q2 2018.
39 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.