American Portfolios Advisors’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

American Portfolios Advisors’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-215	Closed	-$10.9K	–	2923
2019 Q2	$10.9K	Hold	215	–	–	﹤0.01%	1874
2019 Q1	$10.8K	Hold	215	–	–	﹤0.01%	1798
2018 Q4	$10.4K	Buy	+215	New	+$10.7K	﹤0.01%	1602

Other funds holding SFHY

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

American Portfolios Advisors's SFHY Position: Q3 2019 in Review

American Portfolios Advisors sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q3 2019, closing a stake of 215 shares — an estimated $10.9K sold.

American Portfolios Advisors first reported a position in SFHY in Q4 2018 and held it in 3 quarters. The position peaked at $10.9K in Q2 2019. 14 funds tracked by Wall St. Rank hold SFHY as of Q3 2019.

American Portfolios Advisors reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q3 2019 after selling out during the quarter.
American Portfolios Advisors sold 215 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q3 2019, an estimated $10.9K.
American Portfolios Advisors first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q4 2018 and held it in 3 quarters.
American Portfolios Advisors's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $10.9K in Q2 2019.
14 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.