WPP
HYD icon

Whalerock Point Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Whalerock Point Partners’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
2016
Q4 		– Sell
-12,350
Closed -$796K – 145
2016
Q3 		$796K Buy
+12,350
New +$797K 0.33% 57
2016
Q1 		$617K Buy
+9,850
New +$613K 0.27% 68

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Whalerock Point Partners's HYD Position: Q4 2016 in Review

Whalerock Point Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2016, closing a stake of 12,350 shares — an estimated $796K sold.

Whalerock Point Partners first reported a position in HYD in Q1 2016 and held it in 2 quarters. The position peaked at $796K in Q3 2016. 157 funds tracked by Wall St. Rank hold HYD as of Q4 2016.

  • Whalerock Point Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2016 after selling out during the quarter.
  • Whalerock Point Partners sold 12,350 VanEck High Yield Muni ETF shares in Q4 2016, an estimated $796K.
  • Whalerock Point Partners first reported a position in VanEck High Yield Muni ETF in Q1 2016 and held it in 2 quarters.
  • Whalerock Point Partners's VanEck High Yield Muni ETF position peaked at $796K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2016.

Based on Whalerock Point Partners's 13F filing for Q4 2016, filed 1 Mar 2017.