SFSIG
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San Francisco Sentry Investment Group’s VanEck High Yield Muni ETF HYD Stock Holding History

San Francisco Sentry Investment 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
2018
Q2 		– Sell
-300
Closed -$19K – 794
2018
Q1 		$19K Hold
300
– – 0.01% 596
2017
Q4 		$19K Hold
300
– – 0.01% 584
2017
Q3 		$19K Hold
300
– – 0.01% 561
2017
Q2 		$19K Buy
+300
New +$18.5K 0.01% 468
2014
Q4 		– Sell
-1,000
Closed -$61K – 268
2014
Q3 		$61K Hold
1,000
– – 0.03% 275
2014
Q2 		$60K Hold
1,000
– – 0.03% 294
2014
Q1 		$59K Buy
+1,000
New +$58.4K 0.02% 333

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return