CAPTRUST Financial Advisors
FIHD

CAPTRUST Financial Advisors’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History

CAPTRUST Financial Advisors’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
2019
Q4 		– Sell
-147
Closed -$27K – 1920
2019
Q3 		$27K Sell
147
-49
-25% -$8.66K ﹤0.01% 1215
2019
Q2 		$35K Buy
+196
New +$33.9K ﹤0.01% 1111

Other funds holding FIHD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors's FIHD Position: Q4 2019 in Review

CAPTRUST Financial Advisors sold out of UBS AG FI Enhanced Global High Yield ETN (FIHD) in Q4 2019, closing a stake of 147 shares — an estimated $27K sold.

CAPTRUST Financial Advisors first reported a position in FIHD in Q2 2019 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 30 funds tracked by Wall St. Rank hold FIHD as of Q4 2019.

  • CAPTRUST Financial Advisors reported no remaining UBS AG FI Enhanced Global High Yield ETN position as of Q4 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 147 UBS AG FI Enhanced Global High Yield ETN shares in Q4 2019, an estimated $27K.
  • CAPTRUST Financial Advisors first reported a position in UBS AG FI Enhanced Global High Yield ETN in Q2 2019 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's UBS AG FI Enhanced Global High Yield ETN position peaked at $35K in Q2 2019.
  • 30 funds tracked by Wall St. Rank held UBS AG FI Enhanced Global High Yield ETN as of Q4 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.