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Simply Money Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Simply Money Advisors’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2.59M Sell
89,271
-3,613
-4% -$107K 0.36% 24
2017
Q4 		$2.78M Sell
92,884
-10,258
-10% -$309K 0.36% 24
2017
Q3 		$3.13M Sell
103,142
-14,422
-12% -$430K 0.41% 24
2017
Q2 		$3.48M Buy
117,564
+95,512
+433% +$2.83M 0.48% 24
2017
Q1 		$652K Buy
+22,052
New +$645K 0.09% 27

Other funds holding ANGL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simply Money Advisors's ANGL Position: Q1 2018 in Review

Simply Money Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 3.9% in Q1 2018, selling an estimated $107K and leaving 89,271 shares worth $2.59M. The position accounts for 0.36% of the portfolio, ranked #24.

Simply Money Advisors first reported a position in ANGL in Q1 2017 and has held it in 5 quarters since. The position peaked at $3.48M in Q2 2017. 112 funds tracked by Wall St. Rank hold ANGL as of Q1 2018.

  • Simply Money Advisors held 89,271 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.59M as of Q1 2018.
  • Simply Money Advisors sold 3,613 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2018, an estimated $107K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.36% of Simply Money Advisors's portfolio in Q1 2018, its #24 holding.
  • Simply Money Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2017 and has held it in 5 quarters since.
  • Simply Money Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $3.48M in Q2 2017.
  • 112 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.