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Valeo Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-107
Closed -$6K – 2077
2020
Q1 		$6K Buy
107
+102
+2,040% +$6.28K ﹤0.01% 1257
2019
Q4 		$0 Hold
5
– – ﹤0.01% 1665
2019
Q3 		$0 Buy
+5
New +$321 ﹤0.01% 1609
2018
Q4 		– Sell
-68
Closed -$8K – 1597
2018
Q3 		$8K Buy
+68
New +$4.26K ﹤0.01% 1039

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Valeo Financial Advisors's HYD Position: Q2 2020 in Review

Valeo Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 107 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in HYD in Q3 2018 and held it in 4 quarters. The position peaked at $8K in Q3 2018. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

  • Valeo Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 107 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $6K.
  • Valeo Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's VanEck High Yield Muni ETF position peaked at $8K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.