First Allied Advisory Services’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

First Allied Advisory Services’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,000	Closed	-$100K	–	1660
2019 Q3	$100K	Buy	+2,000	New	+$101K	﹤0.01%	1240

Other funds holding SFHY

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

First Allied Advisory Services's SFHY Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q4 2019, closing a stake of 2,000 shares — an estimated $100K sold.

First Allied Advisory Services first reported a position in SFHY in Q3 2019 and held it in 1 quarter. The position peaked at $100K in Q3 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,000 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q4 2019, an estimated $100K.
First Allied Advisory Services first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $100K in Q3 2019.
13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.