Sequoia Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Sequoia Financial Advisors’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
2014 Q4	–	Sell	-3,333	Closed	-$205K	–	164
2014 Q3	$205K	Hold	3,333	–	–	0.14%	154
2014 Q2	$201K	Sell	3,333 -762	-19%	-$45.8K	0.15%	152
2014 Q1	$242K	Buy	+4,095	New	+$239K	0.2%	128

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Sequoia Financial Advisors's HYD Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2014, closing a stake of 3,333 shares — an estimated $205K sold.

Sequoia Financial Advisors first reported a position in HYD in Q1 2014 and held it in 3 quarters. The position peaked at $242K in Q1 2014. 108 funds tracked by Wall St. Rank hold HYD as of Q4 2014.

Sequoia Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2014 after selling out during the quarter.
Sequoia Financial Advisors sold 3,333 VanEck High Yield Muni ETF shares in Q4 2014, an estimated $205K.
Sequoia Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2014 and held it in 3 quarters.
Sequoia Financial Advisors's VanEck High Yield Muni ETF position peaked at $242K in Q1 2014.
108 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.