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Summit Trail Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Summit Trail Advisors’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22,650
Closed -$1.42M – 80
2019
Q1 		$1.42M Buy
+22,650
New +$1.4M 0.62% 22
2018
Q4 		– Sell
-2,450
Closed -$153K – 168
2018
Q3 		$153K Buy
2,450
+800
+48% +$50.2K 0.03% 212
2018
Q2 		$104K Buy
+1,650
New +$103K 0.04% 210
2018
Q1 		– Sell
-1,650
Closed -$103K – 997
2017
Q4 		$103K Buy
+1,650
New +$103K 0.01% 614

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return