Winslow Evans & Crocker’s VanEck High Yield Muni ETF HYD Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-100	Closed	-$6.24K	–	1135
2017 Q4	$6.24K	Hold	100	–	–	﹤0.01%	900
2017 Q3	$6.26K	Hold	100	–	–	﹤0.01%	901
2017 Q2	$6.18K	Sell	100 -6	-6%	-$370	﹤0.01%	1020
2017 Q1	$6.45K	Hold	106	–	–	﹤0.01%	983
2016 Q4	$6.26K	Sell	106 -824	-89%	-$50.1K	﹤0.01%	991
2016 Q3	$60K	Buy	930 +2	+0.2%	+$129	0.02%	504
2016 Q2	$60K	Buy	928 +500	+117%	+$31.7K	0.02%	474
2016 Q1	$26.8K	Buy	428 +3	+0.7%	+$187	0.01%	631
2015 Q4	$26.2K	Buy	425 +325	+325%	+$20K	0.01%	678
2015 Q3	$6.12K	Hold	100	–	–	﹤0.01%	989
2015 Q2	$5.98K	Hold	100	–	–	﹤0.01%	1043
2015 Q1	$6.27K	Hold	100	–	–	﹤0.01%	984
2014 Q4	$6.17K	Hold	100	–	–	﹤0.01%	991
2014 Q3	$6.15K	Hold	100	–	–	﹤0.01%	1019
2014 Q2	$6.03K	Sell	100 -100	-50%	-$6.02K	﹤0.01%	982
2014 Q1	$11.8K	Hold	200	–	–	﹤0.01%	804
2013 Q4	$11K	Buy	+200	New	+$11.5K	﹤0.01%	871

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Winslow Evans & Crocker's HYD Position: Q1 2018 in Review

Winslow Evans & Crocker sold out of VanEck High Yield Muni ETF (HYD) in Q1 2018, closing a stake of 100 shares — an estimated $6.24K sold.

Winslow Evans & Crocker first reported a position in HYD in Q4 2013 and held it in 17 quarters. The position peaked at $60K in Q3 2016. 181 funds tracked by Wall St. Rank hold HYD as of Q1 2018.

Winslow Evans & Crocker reported no remaining VanEck High Yield Muni ETF position as of Q1 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 100 VanEck High Yield Muni ETF shares in Q1 2018, an estimated $6.24K.
Winslow Evans & Crocker first reported a position in VanEck High Yield Muni ETF in Q4 2013 and held it in 17 quarters.
Winslow Evans & Crocker's VanEck High Yield Muni ETF position peaked at $60K in Q3 2016.
181 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2018.

Based on Winslow Evans & Crocker's 13F filing for Q1 2018, filed 26 Apr 2018.