U
HYD icon

UBS’s VanEck High Yield Muni ETF HYD Stock Holding History

UBS’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
2014
Q3 		$61.2M Buy
994,614
+51,942
+6% +$3.14M 0.05% 427
2014
Q2 		$56.9M Buy
942,672
+179,205
+23% +$10.8M 0.04% 405
2014
Q1 		$45.1M Buy
763,467
+307,644
+67% +$18M 0.04% 434
2013
Q4 		$25.8M Sell
455,823
-209,568
-31% -$12M 0.02% 672
2013
Q3 		$38.9M Sell
665,391
-158,217
-19% -$9.25M 0.04% 416
2013
Q2 		$50.4M Buy
+823,608
New +$53.5M 0.06% 312

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS's HYD Position: Q3 2014 in Review

UBS increased its VanEck High Yield Muni ETF (HYD) stake by 5.5% in Q3 2014, buying an estimated $3.14M and bringing the position to 994,614 shares worth $61.2M. The position accounts for 0.05% of the portfolio, ranked #427.

UBS first reported a position in HYD in Q2 2013 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold HYD as of Q3 2014.

  • UBS held 994,614 shares of VanEck High Yield Muni ETF worth $61.2M as of Q3 2014.
  • UBS bought 51,942 VanEck High Yield Muni ETF shares in Q3 2014, an estimated $3.14M.
  • VanEck High Yield Muni ETF made up 0.05% of UBS's portfolio in Q3 2014, its #427 holding.
  • UBS first reported a position in VanEck High Yield Muni ETF in Q2 2013 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.