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Trilogy Capital’s VanEck High Yield Muni ETF HYD Stock Holding History

Trilogy Capital’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
2018
Q4 		– Sell
-1,562
Closed -$97K – 323
2018
Q3 		$97K Sell
1,562
-424
-21% -$26.6K 0.01% 170
2018
Q2 		$125K Buy
1,986
+274
+16% +$17.1K 0.02% 150
2018
Q1 		$106K Buy
+1,712
New +$106K 0.02% 141

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trilogy Capital's HYD Position: Q4 2018 in Review

Trilogy Capital sold out of VanEck High Yield Muni ETF (HYD) in Q4 2018, closing a stake of 1,562 shares — an estimated $97K sold.

Trilogy Capital first reported a position in HYD in Q1 2018 and held it in 3 quarters. The position peaked at $125K in Q2 2018. 211 funds tracked by Wall St. Rank hold HYD as of Q4 2018.

  • Trilogy Capital reported no remaining VanEck High Yield Muni ETF position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 1,562 VanEck High Yield Muni ETF shares in Q4 2018, an estimated $97K.
  • Trilogy Capital first reported a position in VanEck High Yield Muni ETF in Q1 2018 and held it in 3 quarters.
  • Trilogy Capital's VanEck High Yield Muni ETF position peaked at $125K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.