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Stratos Wealth Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-2,851
Closed -$69K – 2220
2018
Q3 		$69K Buy
+2,851
New +$69.7K ﹤0.01% 1310
2018
Q2 		– Sell
-2,851
Closed -$69K – 2304
2018
Q1 		$69K Hold
2,851
– – ﹤0.01% 1404
2017
Q4 		$69K Buy
+2,851
New +$69.5K ﹤0.01% 1361

Other funds holding SHYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Stratos Wealth Partners's SHYD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2018, closing a stake of 2,851 shares — an estimated $69K sold.

Stratos Wealth Partners first reported a position in SHYD in Q4 2017 and held it in 3 quarters. The position peaked at $69K in Q3 2018. 53 funds tracked by Wall St. Rank hold SHYD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,851 VanEck Short High Yield Muni ETF shares in Q4 2018, an estimated $69K.
  • Stratos Wealth Partners first reported a position in VanEck Short High Yield Muni ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's VanEck Short High Yield Muni ETF position peaked at $69K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.