CFA
FIHD

Carroll Financial Associates’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-394
Closed -$70K – 1774
2019
Q2 		$70K Buy
+394
New +$68.1K 0.01% 565

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TSS
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Morgan Stanley
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's FIHD Position: Q3 2019 in Review

Carroll Financial Associates sold out of UBS AG FI Enhanced Global High Yield ETN (FIHD) in Q3 2019, closing a stake of 394 shares — an estimated $70K sold.

Carroll Financial Associates first reported a position in FIHD in Q2 2019 and held it in 1 quarter. The position peaked at $70K in Q2 2019. 17 funds tracked by Wall St. Rank hold FIHD as of Q3 2019.

  • Carroll Financial Associates reported no remaining UBS AG FI Enhanced Global High Yield ETN position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 394 UBS AG FI Enhanced Global High Yield ETN shares in Q3 2019, an estimated $70K.
  • Carroll Financial Associates first reported a position in UBS AG FI Enhanced Global High Yield ETN in Q2 2019 and held it in 1 quarter.
  • Carroll Financial Associates's UBS AG FI Enhanced Global High Yield ETN position peaked at $70K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held UBS AG FI Enhanced Global High Yield ETN as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.