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Shine Investment Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		– Sell
-539
Closed -$32K – 735
2020
Q2 		$32K Hold
539
– – 0.01% 385
2020
Q1 		$28K Hold
539
– – 0.01% 369
2019
Q4 		$35K Hold
539
– – 0.01% 400
2019
Q3 		$35K Buy
+539
New +$34.6K 0.02% 376

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Shine Investment Advisory Services's HYD Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of VanEck High Yield Muni ETF (HYD) in Q3 2020, closing a stake of 539 shares — an estimated $32K sold.

Shine Investment Advisory Services first reported a position in HYD in Q3 2019 and held it in 4 quarters. The position peaked at $35K in Q4 2019. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining VanEck High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 539 VanEck High Yield Muni ETF shares in Q3 2020, an estimated $32K.
  • Shine Investment Advisory Services first reported a position in VanEck High Yield Muni ETF in Q3 2019 and held it in 4 quarters.
  • Shine Investment Advisory Services's VanEck High Yield Muni ETF position peaked at $35K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.