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

Twele Capital Management’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
2019 Q1	–	Sell	-4,343	Closed	-$265K	–	47
2018 Q4	$265K	Sell	4,343 -2,575	-37%	-$157K	0.06%	44
2018 Q3	$431K	Sell	6,918 -637	-8%	-$40K	0.1%	37
2018 Q2	$476K	Hold	7,555	–	–	0.11%	35
2018 Q1	$468K	Hold	7,555	–	–	0.11%	35
2017 Q4	$471K	Hold	7,555	–	–	0.11%	35
2017 Q3	$473K	Hold	7,555	–	–	0.11%	34
2017 Q2	$467K	Hold	7,555	–	–	0.12%	33
2017 Q1	$462K	Hold	7,555	–	–	0.12%	34
2016 Q4	$448K	Hold	7,555	–	–	0.12%	35
2016 Q3	$487K	Sell	7,555 -69	-0.9%	-$4.45K	0.13%	33
2016 Q2	$493K	Sell	7,624 -300	-4%	-$19K	0.14%	33
2016 Q1	$497K	Buy	7,924 +410	+5%	+$25.5K	0.14%	33
2015 Q4	$464K	Sell	7,514 -3,050	-29%	-$187K	0.14%	41
2015 Q3	$646K	Sell	10,564 -3,518	-25%	-$213K	0.19%	47
2015 Q2	$842K	Sell	14,082 -211	-1%	-$13K	0.24%	47
2015 Q1	$896K	Sell	14,293 -22	-0.2%	-$1.37K	0.25%	46
2014 Q4	$883K	Buy	14,315 +205	+1%	+$12.7K	0.26%	46
2014 Q3	$867K	Buy	14,110 +72	+0.5%	+$4.35K	0.26%	46
2014 Q2	$847K	Buy	14,038 +120	+0.9%	+$7.22K	0.25%	46
2014 Q1	$823K	Buy	13,918 +350	+3%	+$20.4K	0.25%	48
2013 Q4	$767K	Buy	13,568 +4,389	+48%	+$252K	0.24%	47
2013 Q3	$537K	Buy	9,179 +800	+10%	+$46.8K	0.18%	54
2013 Q2	$513K	Buy	+8,379	New	+$544K	0.18%	52

Other funds holding HYD

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Twele Capital Management's HYD Position: Q1 2019 in Review

Twele Capital Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2019, closing a stake of 4,343 shares — an estimated $265K sold.

Twele Capital Management first reported a position in HYD in Q2 2013 and held it in 23 quarters. The position peaked at $896K in Q1 2015. 222 funds tracked by Wall St. Rank hold HYD as of Q1 2019.

Twele Capital Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2019 after selling out during the quarter.
Twele Capital Management sold 4,343 VanEck High Yield Muni ETF shares in Q1 2019, an estimated $265K.
Twele Capital Management first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 23 quarters.
Twele Capital Management's VanEck High Yield Muni ETF position peaked at $896K in Q1 2015.
222 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2019.

Based on Twele Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.