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Sage Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Sage Financial Group’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
2014
Q1 		– Sell
-13,957
Closed -$789K – 42
2013
Q4 		$789K Buy
+13,957
New +$801K 0.38% 14

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sage Financial Group's HYD Position: Q1 2014 in Review

Sage Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2014, closing a stake of 13,957 shares — an estimated $789K sold.

Sage Financial Group first reported a position in HYD in Q4 2013 and held it in 1 quarter. The position peaked at $789K in Q4 2013. 83 funds tracked by Wall St. Rank hold HYD as of Q1 2014.

  • Sage Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2014 after selling out during the quarter.
  • Sage Financial Group sold 13,957 VanEck High Yield Muni ETF shares in Q1 2014, an estimated $789K.
  • Sage Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2013 and held it in 1 quarter.
  • Sage Financial Group's VanEck High Yield Muni ETF position peaked at $789K in Q4 2013.
  • 83 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2014.

Based on Sage Financial Group's 13F filing for Q1 2014, filed 28 Apr 2014.