Signature Estate & Investment Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Signature Estate & Investment Advisors’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-11,057	Closed	-$277K	–	161
2019 Q2	$277K	Buy	+11,057	New	+$275K	0.02%	133
2019 Q1	–	Sell	-11,462	Closed	-$277K	–	176
2018 Q4	$277K	Buy	+11,462	New	+$276K	0.02%	132
2018 Q3	–	Sell	-15,826	Closed	-$388K	–	168
2018 Q2	$388K	Sell	15,826 -1,316	-8%	-$32K	0.04%	114
2018 Q1	$415K	Buy	17,142 +792	+5%	+$19.2K	0.04%	115
2017 Q4	$396K	Sell	16,350 -4,763	-23%	-$116K	0.04%	119
2017 Q3	$516K	Sell	21,113 -2,549	-11%	-$62.2K	0.06%	109
2017 Q2	$575K	Buy	23,662 +68	+0.3%	+$1.65K	0.07%	86
2017 Q1	$566K	Sell	23,594 -292,566	-93%	-$7M	0.07%	85
2016 Q4	$7.52M	Buy	+316,160	New	+$7.69M	1.04%	34

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Estate & Investment Advisors's SHYD Position: Q3 2019 in Review

Signature Estate & Investment Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2019, closing a stake of 11,057 shares — an estimated $277K sold.

Signature Estate & Investment Advisors first reported a position in SHYD in Q4 2016 and held it in 9 quarters. The position peaked at $7.52M in Q4 2016. 64 funds tracked by Wall St. Rank hold SHYD as of Q3 2019.

Signature Estate & Investment Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2019 after selling out during the quarter.
Signature Estate & Investment Advisors sold 11,057 VanEck Short High Yield Muni ETF shares in Q3 2019, an estimated $277K.
Signature Estate & Investment Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2016 and held it in 9 quarters.
Signature Estate & Investment Advisors's VanEck Short High Yield Muni ETF position peaked at $7.52M in Q4 2016.
64 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2019.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.