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

Willingdon 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 Q1	–	Sell	-301	Closed	-$18K	–	370
2018 Q4	$18K	Buy	+301	New	+$18.3K	0.01%	242
2018 Q2	–	Sell	-288	Closed	-$18K	–	337
2018 Q1	$18K	Buy	+288	New	+$17.8K	0.01%	224

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NAM

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

Willingdon Wealth Management's HYD Position: Q1 2019 in Review

Willingdon Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2019, closing a stake of 301 shares — an estimated $18K sold.

Willingdon Wealth Management first reported a position in HYD in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2018. 222 funds tracked by Wall St. Rank hold HYD as of Q1 2019.

Willingdon Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2019 after selling out during the quarter.
Willingdon Wealth Management sold 301 VanEck High Yield Muni ETF shares in Q1 2019, an estimated $18K.
Willingdon Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2018 and held it in 2 quarters.
Willingdon Wealth Management's VanEck High Yield Muni ETF position peaked at $18K in Q4 2018.
222 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.