WealthSource Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

WealthSource Partners’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-9,500	Closed	-$235K	–	477
2019 Q1	$235K	Hold	9,500	–	–	0.05%	305
2018 Q4	$230K	Hold	9,500	–	–	0.07%	253
2018 Q3	$231K	Hold	9,500	–	–	0.06%	270
2018 Q2	$233K	Buy	+9,500	New	+$231K	0.07%	249
2017 Q3	–	Sell	-9,465	Closed	-$230K	–	310
2017 Q2	$230K	Hold	9,465	–	–	0.08%	242
2017 Q1	$227K	Hold	9,465	–	–	0.08%	238
2016 Q4	$225K	Hold	9,465	–	–	0.09%	204
2016 Q3	$239K	Buy	+9,465	New	+$240K	0.09%	213

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

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

WealthSource Partners's SHYD Position: Q2 2019 in Review

WealthSource Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2019, closing a stake of 9,500 shares — an estimated $235K sold.

WealthSource Partners first reported a position in SHYD in Q3 2016 and held it in 8 quarters. The position peaked at $239K in Q3 2016. 62 funds tracked by Wall St. Rank hold SHYD as of Q2 2019.

WealthSource Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2019 after selling out during the quarter.
WealthSource Partners sold 9,500 VanEck Short High Yield Muni ETF shares in Q2 2019, an estimated $235K.
WealthSource Partners first reported a position in VanEck Short High Yield Muni ETF in Q3 2016 and held it in 8 quarters.
WealthSource Partners's VanEck Short High Yield Muni ETF position peaked at $239K in Q3 2016.
62 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.