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

TCG 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
2020
Q3 		– Sell
-3,970
Closed -$235K – 47
2020
Q2 		$235K Buy
+3,970
New +$224K 0.13% 118
2020
Q1 		– Sell
-3,345
Closed -$214K – 119
2019
Q4 		$214K Buy
3,345
+11
+0.3% +$706 0.13% 126
2019
Q3 		$215K Sell
3,334
-12
-0.4% -$770 0.15% 114
2019
Q2 		$213K Buy
3,346
+1,370
+69% +$86.4K 0.2% 80
2019
Q1 		$124K Buy
+1,976
New +$122K 0.11% 105

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

TCG Advisors's HYD Position: Q3 2020 in Review

TCG Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2020, closing a stake of 3,970 shares — an estimated $235K sold.

TCG Advisors first reported a position in HYD in Q1 2019 and held it in 5 quarters. The position peaked at $235K in Q2 2020. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

  • TCG Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 3,970 VanEck High Yield Muni ETF shares in Q3 2020, an estimated $235K.
  • TCG Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2019 and held it in 5 quarters.
  • TCG Advisors's VanEck High Yield Muni ETF position peaked at $235K in Q2 2020.
  • 243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.