SIC
HYD icon

Samalin Investment Counsel’s VanEck High Yield Muni ETF HYD Stock Holding History

Samalin Investment Counsel’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
2023
Q4 		– Sell
-4,825
Closed -$237K – 276
2023
Q3 		$237K Sell
4,825
-227
-4% -$11.5K 0.14% 214
2023
Q2 		$259K Sell
5,052
-1,102
-18% -$56.5K 0.14% 209
2023
Q1 		$318K Buy
6,154
+408
+7% +$21.1K 0.19% 156
2022
Q4 		$290K Sell
5,746
-2,757
-32% -$139K 0.18% 159
2022
Q3 		$425K Sell
8,503
-260
-3% -$13.9K 0.31% 97
2022
Q2 		$472K Buy
8,763
+39
+0.4% +$2.13K 0.33% 92
2022
Q1 		$501K Sell
8,724
-362
-4% -$21.7K 0.3% 95
2021
Q4 		$567K Buy
9,086
+40
+0.4% +$2.49K 0.34% 88
2021
Q3 		$565K Sell
9,046
-219
-2% -$13.9K 0.37% 79
2021
Q2 		$589K Buy
9,265
+45
+0.5% +$2.83K 0.38% 83
2021
Q1 		$573K Buy
9,220
+298
+3% +$18.5K 0.38% 81
2020
Q4 		$549K Buy
8,922
+42
+0.5% +$2.54K 0.41% 73
2020
Q3 		$531K Buy
8,880
+42
+0.5% +$2.52K 0.47% 55
2020
Q2 		$523K Buy
8,838
+50
+0.6% +$2.82K 0.55% 48
2020
Q1 		$459K Sell
8,788
-1,405
-14% -$86.5K 0.61% 48
2019
Q4 		$652K Buy
+10,193
New +$654K 0.55% 43

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Samalin Investment Counsel's HYD Position: Q4 2023 in Review

Samalin Investment Counsel sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 4,825 shares — an estimated $237K sold.

Samalin Investment Counsel first reported a position in HYD in Q4 2019 and held it in 16 quarters. The position peaked at $652K in Q4 2019. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

  • Samalin Investment Counsel reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 4,825 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $237K.
  • Samalin Investment Counsel first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 16 quarters.
  • Samalin Investment Counsel's VanEck High Yield Muni ETF position peaked at $652K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Samalin Investment Counsel's 13F filing for Q4 2023, filed 14 Feb 2024.