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

Transamerica Financial 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
2017
Q1 		– Sell
-52
Closed -$2K – 411
2016
Q4 		$2K Sell
52
-2
-4% -$57 ﹤0.01% 297
2016
Q3 		$2K Sell
54
-6
-10% -$178 ﹤0.01% 315
2016
Q2 		$2K Sell
60
-2
-3% -$58 ﹤0.01% 281
2016
Q1 		$2K Sell
62
-150,466
-100% -$4.3M ﹤0.01% 660
2015
Q4 		$4.29M Buy
150,528
+149,864
+22,570% +$4.24M 0.32% 67
2015
Q3 		$19K Sell
664
-1,230
-65% -$34.3K ﹤0.01% 506
2015
Q2 		$53K Sell
1,894
-213,372
-99% -$6.07M ﹤0.01% 440
2015
Q1 		$6.2M Sell
215,266
-18,126
-8% -$525K 0.43% 33
2014
Q4 		$6.73M Buy
233,392
+233,374
+1,296,522% +$6.66M 0.53% 27
2014
Q3 		$1K Sell
18
-20
-53% -$560 ﹤0.01% 616
2014
Q2 		$2K Sell
38
-191,248
-100% -$5.32M ﹤0.01% 585
2014
Q1 		$5.23M Buy
+191,286
New +$5.11M 0.52% 29

Other funds holding HYMB

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Transamerica Financial Advisors's HYMB Position: Q1 2017 in Review

Transamerica Financial Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2017, closing a stake of 52 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in HYMB in Q1 2014 and held it in 12 quarters. The position peaked at $6.73M in Q4 2014. 105 funds tracked by Wall St. Rank hold HYMB as of Q1 2017.

  • Transamerica Financial Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 52 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2017, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2014 and held it in 12 quarters.
  • Transamerica Financial Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $6.73M in Q4 2014.
  • 105 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2017.

Based on Transamerica Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.