CPA
HYB

Clear Perspective Advisors’s New America High Income Fund, Inc. HYB Stock Holding History

Clear Perspective Advisors’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,000
Closed -$104K – 166
2020
Q4 		$104K Buy
+12,000
New +$101K 0.04% 143

Other funds holding HYB

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's HYB Position: Q1 2021 in Review

Clear Perspective Advisors sold out of New America High Income Fund, Inc. (HYB) in Q1 2021, closing a stake of 12,000 shares — an estimated $104K sold.

Clear Perspective Advisors first reported a position in HYB in Q4 2020 and held it in 1 quarter. The position peaked at $104K in Q4 2020. 57 funds tracked by Wall St. Rank hold HYB as of Q1 2021.

  • Clear Perspective Advisors reported no remaining New America High Income Fund, Inc. position as of Q1 2021 after selling out during the quarter.
  • Clear Perspective Advisors sold 12,000 New America High Income Fund, Inc. shares in Q1 2021, an estimated $104K.
  • Clear Perspective Advisors first reported a position in New America High Income Fund, Inc. in Q4 2020 and held it in 1 quarter.
  • Clear Perspective Advisors's New America High Income Fund, Inc. position peaked at $104K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.