Visionary Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Visionary Asset Management’s Portfolio HYMB Stock Details HYMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,026	Closed	-$395K	–	182
2018 Q3	$395K	Buy	+14,026	New	+$396K	0.13%	148
2014 Q4	–	Sell	-56,320	Closed	-$1.6M	–	199
2014 Q3	$1.6M	Buy	+56,320	New	+$1.58M	0.44%	64

Other funds holding HYMB

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Visionary Asset Management's HYMB Position: Q4 2018 in Review

Visionary Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2018, closing a stake of 14,026 shares — an estimated $395K sold.

Visionary Asset Management first reported a position in HYMB in Q3 2014 and held it in 2 quarters. The position peaked at $1.6M in Q3 2014. 134 funds tracked by Wall St. Rank hold HYMB as of Q4 2018.

Visionary Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 14,026 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2018, an estimated $395K.
Visionary Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2014 and held it in 2 quarters.
Visionary Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.6M in Q3 2014.
134 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.