AWM
FIHD

AE Wealth Management’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History

AE Wealth Management’s Portfolio FIHD Stock Details FIHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,189
Closed -$206K – 618
2018
Q3 		$206K Buy
+1,189
New +$200K 0.01% 558

Other funds holding FIHD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AE Wealth Management's FIHD Position: Q4 2018 in Review

AE Wealth Management sold out of UBS AG FI Enhanced Global High Yield ETN (FIHD) in Q4 2018, closing a stake of 1,189 shares — an estimated $206K sold.

AE Wealth Management first reported a position in FIHD in Q3 2018 and held it in 1 quarter. The position peaked at $206K in Q3 2018. 15 funds tracked by Wall St. Rank hold FIHD as of Q4 2018.

  • AE Wealth Management reported no remaining UBS AG FI Enhanced Global High Yield ETN position as of Q4 2018 after selling out during the quarter.
  • AE Wealth Management sold 1,189 UBS AG FI Enhanced Global High Yield ETN shares in Q4 2018, an estimated $206K.
  • AE Wealth Management first reported a position in UBS AG FI Enhanced Global High Yield ETN in Q3 2018 and held it in 1 quarter.
  • AE Wealth Management's UBS AG FI Enhanced Global High Yield ETN position peaked at $206K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held UBS AG FI Enhanced Global High Yield ETN as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.