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	–	791
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

San Francisco Sentry Investment Group's HYD Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2018, closing a stake of 300 shares — an estimated $19K sold.

San Francisco Sentry Investment Group first reported a position in HYD in Q1 2014 and held it in 7 quarters. The position peaked at $61K in Q3 2014. 202 funds tracked by Wall St. Rank hold HYD as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 300 VanEck High Yield Muni ETF shares in Q2 2018, an estimated $19K.
San Francisco Sentry Investment Group first reported a position in VanEck High Yield Muni ETF in Q1 2014 and held it in 7 quarters.
San Francisco Sentry Investment Group's VanEck High Yield Muni ETF position peaked at $61K in Q3 2014.
202 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.