CS
FSD

Credit Suisse’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Credit Suisse’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-24,023
Closed -$356K – 4293
2016
Q2 		$356K Hold
24,023
– – ﹤0.01% 3612
2016
Q1 		$351K Hold
24,023
– – ﹤0.01% 3432
2015
Q4 		$338K Buy
+24,023
New +$344K ﹤0.01% 3626

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's FSD Position: Q3 2016 in Review

Credit Suisse sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2016, closing a stake of 24,023 shares — an estimated $356K sold.

Credit Suisse first reported a position in FSD in Q4 2015 and held it in 3 quarters. The position peaked at $356K in Q2 2016. 55 funds tracked by Wall St. Rank hold FSD as of Q3 2016.

  • Credit Suisse reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2016 after selling out during the quarter.
  • Credit Suisse sold 24,023 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2016, an estimated $356K.
  • Credit Suisse first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2015 and held it in 3 quarters.
  • Credit Suisse's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $356K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2016.

Based on Credit Suisse's 13F filing for Q3 2016, filed 15 Nov 2016.