Virtus Investment Advisers’s VanEck High Yield Muni ETF HYD Stock Holding History

Virtus Investment Advisers’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 Q3	$359K	Hold	6,000	–	–	0.96%	3
2020 Q2	$356K	Sell	6,000 -14,453	-71%	-$814K	0.19%	4
2020 Q1	$1.07M	Sell	20,453 -177	-0.9%	-$10.9K	1.03%	3
2019 Q4	$1.32M	Buy	20,630 +15,419	+296%	+$990K	1.78%	3
2019 Q3	$454K	Sell	5,211 -15,419	-75%	-$989K	0.65%	5
2019 Q2	$1.32M	Hold	20,630	–	–	1.8%	2
2019 Q1	$1.29M	Buy	20,630 +12,180	+144%	+$750K	100%	1
2018 Q4	$516K	Buy	+8,450	New	+$515K	26.22%	2

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Virtus Investment Advisers's HYD Position: Q3 2020 in Review

Virtus Investment Advisers held its VanEck High Yield Muni ETF (HYD) position steady in Q3 2020 at 6,000 shares worth $359K. The position accounts for 0.96% of the portfolio, ranked #3.

Virtus Investment Advisers first reported a position in HYD in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2019. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

Virtus Investment Advisers held 6,000 shares of VanEck High Yield Muni ETF worth $359K as of Q3 2020.
Virtus Investment Advisers left its VanEck High Yield Muni ETF share count unchanged in Q3 2020.
VanEck High Yield Muni ETF made up 0.96% of Virtus Investment Advisers's portfolio in Q3 2020, its #3 holding.
Virtus Investment Advisers first reported a position in VanEck High Yield Muni ETF in Q4 2018 and has held it in 8 quarters since.
Virtus Investment Advisers's VanEck High Yield Muni ETF position peaked at $1.32M in Q4 2019.
243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on Virtus Investment Advisers's 13F filing for Q3 2020, filed 13 Nov 2020.