SIC
ANGL icon

Samalin Investment Counsel’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Samalin Investment Counsel’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,516
Closed -$75K – 163
2019
Q4 		$75K Buy
+2,516
New +$73.9K 0.06% 250

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Samalin Investment Counsel's ANGL Position: Q1 2020 in Review

Samalin Investment Counsel sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2020, closing a stake of 2,516 shares — an estimated $75K sold.

Samalin Investment Counsel first reported a position in ANGL in Q4 2019 and held it in 1 quarter. The position peaked at $75K in Q4 2019. 148 funds tracked by Wall St. Rank hold ANGL as of Q1 2020.

  • Samalin Investment Counsel reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,516 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2020, an estimated $75K.
  • Samalin Investment Counsel first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's VanEck Fallen Angel High Yield Bond ETF position peaked at $75K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.