WealthTrust Fairport’s VanEck High Yield Muni ETF HYD Stock Holding History

WealthTrust Fairport’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
2018 Q3	–	Sell	-131	Closed	-$8K	–	538
2018 Q2	$8K	Sell	131 -94	-42%	-$5.87K	﹤0.01%	393
2018 Q1	$14K	Buy	+225	New	+$13.9K	﹤0.01%	363
2013 Q3	–	Sell	-100	Closed	-$6K	–	460
2013 Q2	$6K	Buy	+100	New	+$6.49K	﹤0.01%	293

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

NAM

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

WealthTrust Fairport's HYD Position: Q3 2018 in Review

WealthTrust Fairport sold out of VanEck High Yield Muni ETF (HYD) in Q3 2018, closing a stake of 131 shares — an estimated $8K sold.

WealthTrust Fairport first reported a position in HYD in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q1 2018. 195 funds tracked by Wall St. Rank hold HYD as of Q3 2018.

WealthTrust Fairport reported no remaining VanEck High Yield Muni ETF position as of Q3 2018 after selling out during the quarter.
WealthTrust Fairport sold 131 VanEck High Yield Muni ETF shares in Q3 2018, an estimated $8K.
WealthTrust Fairport first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 3 quarters.
WealthTrust Fairport's VanEck High Yield Muni ETF position peaked at $14K in Q1 2018.
195 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2018.

Based on WealthTrust Fairport's 13F filing for Q3 2018, filed 2 Nov 2018.