Winfield Associates’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Winfield Associates’s Portfolio HYMB Stock Details HYMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$28K	–	351
2017 Q4	$28K	Sell	1,000 -7,000	-88%	-$195K	0.01%	256
2017 Q3	$228K	Buy	8,000 +2,000	+33%	+$57.3K	0.12%	113
2017 Q2	$171K	Hold	6,000	–	–	0.09%	125
2017 Q1	$170K	Hold	6,000	–	–	0.1%	125
2016 Q4	$168K	Hold	6,000	–	–	0.1%	120
2016 Q3	$178K	Hold	6,000	–	–	0.11%	122
2016 Q2	$179K	Hold	6,000	–	–	0.12%	116
2016 Q1	$173K	Buy	6,000 +2,800	+88%	+$80K	0.12%	109
2015 Q4	$91K	Hold	3,200	–	–	0.06%	135
2015 Q3	$91K	Hold	3,200	–	–	0.07%	133
2015 Q2	$89K	Hold	3,200	–	–	0.06%	139
2015 Q1	$92K	Buy	+3,200	New	+$92.7K	0.06%	142

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Winfield Associates's HYMB Position: Q1 2018 in Review

Winfield Associates sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2018, closing a stake of 1,000 shares — an estimated $28K sold.

Winfield Associates first reported a position in HYMB in Q1 2015 and held it in 12 quarters. The position peaked at $228K in Q3 2017. 127 funds tracked by Wall St. Rank hold HYMB as of Q1 2018.

Winfield Associates reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 1,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2018, an estimated $28K.
Winfield Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2015 and held it in 12 quarters.
Winfield Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $228K in Q3 2017.
127 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.