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TFO Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-407
Closed -$26K – 145
2019
Q4 		$26K Buy
+407
New +$26.1K 0.02% 84

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFO Wealth Partners's HYD Position: Q1 2020 in Review

TFO Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2020, closing a stake of 407 shares — an estimated $26K sold.

TFO Wealth Partners first reported a position in HYD in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 262 funds tracked by Wall St. Rank hold HYD as of Q1 2020.

  • TFO Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 407 VanEck High Yield Muni ETF shares in Q1 2020, an estimated $26K.
  • TFO Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's VanEck High Yield Muni ETF position peaked at $26K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.