BWM
HYB

Benchmark Wealth Management’s New America High Income Fund, Inc. HYB Stock Holding History

Benchmark Wealth Management’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,000
Closed -$90K – 50
2020
Q3 		$90K Hold
11,000
– – 0.07% 48
2020
Q2 		$86K Hold
11,000
– – 0.07% 45
2020
Q1 		$76K Hold
11,000
– – 0.08% 45
2019
Q4 		$100K Buy
+11,000
New +$98.7K 0.09% 50

Other funds holding HYB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Benchmark Wealth Management's HYB Position: Q4 2020 in Review

Benchmark Wealth Management sold out of New America High Income Fund, Inc. (HYB) in Q4 2020, closing a stake of 11,000 shares — an estimated $90K sold.

Benchmark Wealth Management first reported a position in HYB in Q4 2019 and held it in 4 quarters. The position peaked at $100K in Q4 2019. 60 funds tracked by Wall St. Rank hold HYB as of Q4 2020.

  • Benchmark Wealth Management reported no remaining New America High Income Fund, Inc. position as of Q4 2020 after selling out during the quarter.
  • Benchmark Wealth Management sold 11,000 New America High Income Fund, Inc. shares in Q4 2020, an estimated $90K.
  • Benchmark Wealth Management first reported a position in New America High Income Fund, Inc. in Q4 2019 and held it in 4 quarters.
  • Benchmark Wealth Management's New America High Income Fund, Inc. position peaked at $100K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q4 2020.

Based on Benchmark Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.