CT
ARDC

Cambridge Trust’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Cambridge Trust’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-710
Closed -$9.76K – 658
2023
Q4 		$9.76K Buy
+710
New +$9.05K ﹤0.01% 581

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cambridge Trust's ARDC Position: Q1 2024 in Review

Cambridge Trust sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2024, closing a stake of 710 shares — an estimated $9.76K sold.

Cambridge Trust first reported a position in ARDC in Q4 2023 and held it in 1 quarter. The position peaked at $9.76K in Q4 2023. 48 funds tracked by Wall St. Rank hold ARDC as of Q1 2024.

  • Cambridge Trust reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 710 Are Dynamic Credit Allocation Fund shares in Q1 2024, an estimated $9.76K.
  • Cambridge Trust first reported a position in Are Dynamic Credit Allocation Fund in Q4 2023 and held it in 1 quarter.
  • Cambridge Trust's Are Dynamic Credit Allocation Fund position peaked at $9.76K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.