CFA
HYF

Carroll Financial Associates’s MANAGED HIGH YLD PLUS FD INC HYF Stock Holding History

Carroll Financial Associates’s Portfolio HYF Stock Details HYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,000
Closed -$10K – 926
2013
Q2 		$10K Buy
+5,000
New +$10.8K ﹤0.01% 421

Other funds holding HYF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carroll Financial Associates's HYF Position: Q3 2013 in Review

Carroll Financial Associates sold out of MANAGED HIGH YLD PLUS FD INC (HYF) in Q3 2013, closing a stake of 5,000 shares — an estimated $10K sold.

Carroll Financial Associates first reported a position in HYF in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 36 funds tracked by Wall St. Rank hold HYF as of Q3 2013.

  • Carroll Financial Associates reported no remaining MANAGED HIGH YLD PLUS FD INC position as of Q3 2013 after selling out during the quarter.
  • Carroll Financial Associates sold 5,000 MANAGED HIGH YLD PLUS FD INC shares in Q3 2013, an estimated $10K.
  • Carroll Financial Associates first reported a position in MANAGED HIGH YLD PLUS FD INC in Q2 2013 and held it in 1 quarter.
  • Carroll Financial Associates's MANAGED HIGH YLD PLUS FD INC position peaked at $10K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held MANAGED HIGH YLD PLUS FD INC as of Q3 2013.

Based on Carroll Financial Associates's 13F filing for Q3 2013, filed 14 Nov 2013.