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Strategic Capital Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Strategic Capital Group’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$5.83M Buy
206,992
+18,544
+10% +$516K 1.82% 8
2014
Q1 		$5.15M Buy
+188,448
New +$5.03M 1.67% 12

Other funds holding HYMB

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Strategic Capital Group's HYMB Position: Q2 2014 in Review

Strategic Capital Group increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 9.8% in Q2 2014, buying an estimated $516K and bringing the position to 206,992 shares worth $5.83M. The position accounts for 1.82% of the portfolio, ranked #8.

Strategic Capital Group first reported a position in HYMB in Q1 2014 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold HYMB as of Q2 2014.

  • Strategic Capital Group held 206,992 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $5.83M as of Q2 2014.
  • Strategic Capital Group bought 18,544 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2014, an estimated $516K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 1.82% of Strategic Capital Group's portfolio in Q2 2014, its #8 holding.
  • Strategic Capital Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2014 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.