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Sage Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Sage Financial Group’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-28,158
Closed -$792K – 76
2018
Q3 		$792K Hold
28,158
– – 0.16% 28
2018
Q2 		$795K Sell
28,158
-330
-1% -$9.24K 0.17% 26
2018
Q1 		$794K Buy
28,488
+640
+2% +$17.8K 0.18% 24
2017
Q4 		$775K Hold
27,848
– – 0.15% 30
2017
Q3 		$795K Sell
27,848
-428
-2% -$12.3K 0.17% 24
2017
Q2 		$804K Buy
28,276
+822
+3% +$23.4K 0.18% 23
2017
Q1 		$777K Sell
27,454
-31,376
-53% -$884K 0.19% 22
2016
Q4 		$1.65M Buy
58,830
+36,292
+161% +$1.03M 0.42% 22
2016
Q3 		$669K Buy
22,538
+560
+3% +$16.7K 0.19% 23
2016
Q2 		$657K Sell
21,978
-1,940
-8% -$56.7K 0.21% 21
2016
Q1 		$690K Sell
23,918
-2,192
-8% -$62.6K 0.24% 20
2015
Q4 		$745K Sell
26,110
-3,126
-11% -$88.5K 0.24% 22
2015
Q3 		$828K Sell
29,236
-33,100
-53% -$923K 0.29% 16
2015
Q2 		$1.73M Sell
62,336
-24
-0% -$683 0.81% 10
2015
Q1 		$1.79M Sell
62,360
-7,466
-11% -$216K 0.86% 9
2014
Q4 		$2.01M Buy
69,826
+1,746
+3% +$49.8K 0.76% 11
2014
Q3 		$1.93M Sell
68,080
-980
-1% -$27.4K 0.96% 7
2014
Q2 		$1.94M Buy
69,060
+440
+0.6% +$12.2K 0.94% 8
2014
Q1 		$1.88M Sell
68,620
-190,262
-73% -$5.08M 1.07% 7
2013
Q4 		$6.61M Buy
+258,882
New +$6.7M 3.19% 5

Other funds holding HYMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Financial Group's HYMB Position: Q4 2018 in Review

Sage Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2018, closing a stake of 28,158 shares — an estimated $792K sold.

Sage Financial Group first reported a position in HYMB in Q4 2013 and held it in 20 quarters. The position peaked at $6.61M in Q4 2013. 134 funds tracked by Wall St. Rank hold HYMB as of Q4 2018.

  • Sage Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Sage Financial Group sold 28,158 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2018, an estimated $792K.
  • Sage Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2013 and held it in 20 quarters.
  • Sage Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $6.61M in Q4 2013.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2018.

Based on Sage Financial Group's 13F filing for Q4 2018, filed 28 Jan 2019.