EverSource Wealth Advisors’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

EverSource Wealth Advisors’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18	Closed	-$268	–	2640
2023 Q2	$268	Hold	18	–	–	﹤0.01%	2406
2023 Q1	$267	Hold	18	–	–	﹤0.01%	2299
2022 Q4	$264	Hold	18	–	–	﹤0.01%	2248
2022 Q3	$0	Buy	+18	New	+$275	﹤0.01%	2113

Other funds holding SDHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

API

Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

EverSource Wealth Advisors's SDHY Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2023, closing a stake of 18 shares — an estimated $268 sold.

EverSource Wealth Advisors first reported a position in SDHY in Q3 2022 and held it in 4 quarters. The position peaked at $268 in Q2 2023. 52 funds tracked by Wall St. Rank hold SDHY as of Q3 2023.

EverSource Wealth Advisors reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 18 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2023, an estimated $268.
EverSource Wealth Advisors first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's PGIM Short Duration High Yield Opportunities Fund position peaked at $268 in Q2 2023.
52 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.