EWM
KHI

Edge Wealth Management’s Deutsche High Income Trust KHI Stock Holding History

Edge Wealth Management’s Portfolio KHI Stock Details KHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-93
Closed -$1K – 388
2013
Q3 		$1K Hold
93
– – ﹤0.01% 333
2013
Q2 		$1K Buy
+93
New +$937 ﹤0.01% 320

Other funds holding KHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Wealth Management's KHI Position: Q4 2013 in Review

Edge Wealth Management sold out of Deutsche High Income Trust (KHI) in Q4 2013, closing a stake of 93 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in KHI in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 31 funds tracked by Wall St. Rank hold KHI as of Q4 2013.

  • Edge Wealth Management reported no remaining Deutsche High Income Trust position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 93 Deutsche High Income Trust shares in Q4 2013, an estimated $1K.
  • Edge Wealth Management first reported a position in Deutsche High Income Trust in Q2 2013 and held it in 2 quarters.
  • Edge Wealth Management's Deutsche High Income Trust position peaked at $1K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held Deutsche High Income Trust as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.