Creative Planning
NHS

Creative Planning’s Neuberger High Yield Strategies Fund Inc NHS Stock Holding History

Creative Planning’s Portfolio NHS Stock Details NHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-24
Closed – – 3066
2017
Q2 		$0 Hold
24
– – ﹤0.01% 4752
2017
Q1 		$0 Hold
24
– – ﹤0.01% 4825
2016
Q4 		$0 Hold
24
– – ﹤0.01% 4758
2016
Q3 		$0 Sell
24
-5,158
-100% -$59.4K ﹤0.01% 4681
2016
Q2 		$57K Buy
5,182
+4,158
+406% +$44.7K ﹤0.01% 2050
2016
Q1 		$11K Buy
1,024
+1,000
+4,167% +$9.95K ﹤0.01% 3170
2015
Q4 		$0 Hold
24
– – ﹤0.01% 4517
2015
Q3 		$0 Buy
+24
New +$263 ﹤0.01% 4333
2015
Q2 		– Sell
-24
Closed – – 2344
2015
Q1 		$0 Sell
24
-1,200
-98% -$14.9K ﹤0.01% 4341
2014
Q4 		$15K Buy
1,224
+1,200
+5,000% +$15.2K ﹤0.01% 2864
2014
Q3 		$0 Sell
24
-450
-95% -$6.03K ﹤0.01% 4106
2014
Q2 		$7K Buy
474
+212
+81% +$2.91K ﹤0.01% 3049
2014
Q1 		$4K Buy
262
+238
+992% +$3.23K ﹤0.01% 3179
2013
Q4 		$0 Hold
24
– – ﹤0.01% 3412
2013
Q3 		$0 Hold
24
– – ﹤0.01% 3307
2013
Q2 		$0 Buy
+24
New +$332 ﹤0.01% 3101

Other funds holding NHS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's NHS Position: Q3 2017 in Review

Creative Planning sold out of Neuberger High Yield Strategies Fund Inc (NHS) in Q3 2017, closing a stake of 24 shares.

Creative Planning first reported a position in NHS in Q2 2013 and held it in 16 quarters. The position peaked at $57K in Q2 2016. 39 funds tracked by Wall St. Rank hold NHS as of Q3 2017.

  • Creative Planning reported no remaining Neuberger High Yield Strategies Fund Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 24 Neuberger High Yield Strategies Fund Inc shares in Q3 2017.
  • Creative Planning first reported a position in Neuberger High Yield Strategies Fund Inc in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Neuberger High Yield Strategies Fund Inc position peaked at $57K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Neuberger High Yield Strategies Fund Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.