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Western Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Western Wealth Management’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
2019
Q3 		– Sell
-3,487
Closed -$223K – 399
2019
Q2 		$223K Buy
3,487
+12
+0.3% +$757 0.03% 365
2019
Q1 		$218K Buy
+3,475
New +$214K 0.05% 348

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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Western Wealth Management's HYD Position: Q3 2019 in Review

Western Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2019, closing a stake of 3,487 shares — an estimated $223K sold.

Western Wealth Management first reported a position in HYD in Q1 2019 and held it in 2 quarters. The position peaked at $223K in Q2 2019. 231 funds tracked by Wall St. Rank hold HYD as of Q3 2019.

  • Western Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2019 after selling out during the quarter.
  • Western Wealth Management sold 3,487 VanEck High Yield Muni ETF shares in Q3 2019, an estimated $223K.
  • Western Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2019 and held it in 2 quarters.
  • Western Wealth Management's VanEck High Yield Muni ETF position peaked at $223K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2019.

Based on Western Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.