Capital Investment Advisory Services’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Capital Investment Advisory Services’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
2020 Q2	–	Sell	-616	Closed	-$27K	–	621
2020 Q1	$27K	Hold	616	–	–	0.01%	419
2019 Q4	$31K	Buy	616 +596	+2,980%	+$29.9K	0.01%	418
2019 Q3	$1K	Buy	+20	New	+$1.01K	﹤0.01%	1362

Other funds holding SFHY

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Investment Advisory Services's SFHY Position: Q2 2020 in Review

Capital Investment Advisory Services sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2020, closing a stake of 616 shares — an estimated $27K sold.

Capital Investment Advisory Services first reported a position in SFHY in Q3 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q2 2020.

Capital Investment Advisory Services reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2020 after selling out during the quarter.
Capital Investment Advisory Services sold 616 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2020, an estimated $27K.
Capital Investment Advisory Services first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q3 2019 and held it in 3 quarters.
Capital Investment Advisory Services's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $31K in Q4 2019.
13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2020.

Based on Capital Investment Advisory Services's 13F filing for Q2 2020, filed 5 Aug 2020.