Summit Trail Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Summit Trail Advisors’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
2018 Q1	–	Sell	-4,000	Closed	-$111K	–	999
2017 Q4	$111K	Buy	+4,000	New	+$112K	0.01%	594

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Summit Trail Advisors's HYMB Position: Q1 2018 in Review

Summit Trail Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2018, closing a stake of 4,000 shares — an estimated $111K sold.

Summit Trail Advisors first reported a position in HYMB in Q4 2017 and held it in 1 quarter. The position peaked at $111K in Q4 2017. 127 funds tracked by Wall St. Rank hold HYMB as of Q1 2018.

Summit Trail Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 4,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2018, an estimated $111K.
Summit Trail Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $111K in Q4 2017.
127 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.