Simplicity Solutions’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Simplicity Solutions’s Portfolio VSHY Stock Details VSHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-27,867	Closed	-$662K	–	782
2019 Q2	$662K	Sell	27,867 -44,702	-62%	-$1.08M	0.03%	323
2019 Q1	$1.74M	Sell	72,569 -56,849	-44%	-$1.35M	0.1%	169
2018 Q4	$2.98M	Buy	129,418 +69,289	+115%	+$1.66M	0.39%	64
2018 Q3	$1.47M	Buy	60,129 +48,022	+397%	+$1.18M	0.08%	131
2018 Q2	$297K	Buy	+12,107	New	+$297K	0.02%	367
2018 Q1	–	Sell	-32,638	Closed	-$809K	–	406
2017 Q4	$809K	Buy	+32,638	New	+$818K	0.08%	160

Other funds holding VSHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

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

Simplicity Solutions's VSHY Position: Q3 2019 in Review

Simplicity Solutions sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2019, closing a stake of 27,867 shares — an estimated $662K sold.

Simplicity Solutions first reported a position in VSHY in Q4 2017 and held it in 6 quarters. The position peaked at $2.98M in Q4 2018. 9 funds tracked by Wall St. Rank hold VSHY as of Q3 2019.

Simplicity Solutions reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
Simplicity Solutions sold 27,867 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2019, an estimated $662K.
Simplicity Solutions first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2017 and held it in 6 quarters.
Simplicity Solutions's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $2.98M in Q4 2018.
9 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2019.

Based on Simplicity Solutions's 13F filing for Q3 2019, filed 7 Nov 2019.