Fulcrum Equity Management’s New America High Income Fund, Inc. HYB Stock Holding History

Fulcrum Equity Management’s Portfolio HYB Stock Details HYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,054	Closed	-$103K	–	204
2021 Q4	$103K	Buy	+11,054	New	+$107K	0.04%	178
2019 Q2	–	Sell	-104,981	Closed	-$892K	–	116
2019 Q1	$892K	Buy	+104,981	New	+$871K	0.31%	12

Other funds holding HYB

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

SIA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fulcrum Equity Management's HYB Position: Q1 2022 in Review

Fulcrum Equity Management sold out of New America High Income Fund, Inc. (HYB) in Q1 2022, closing a stake of 11,054 shares — an estimated $103K sold.

Fulcrum Equity Management first reported a position in HYB in Q1 2019 and held it in 2 quarters. The position peaked at $892K in Q1 2019. 55 funds tracked by Wall St. Rank hold HYB as of Q1 2022.

Fulcrum Equity Management reported no remaining New America High Income Fund, Inc. position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 11,054 New America High Income Fund, Inc. shares in Q1 2022, an estimated $103K.
Fulcrum Equity Management first reported a position in New America High Income Fund, Inc. in Q1 2019 and held it in 2 quarters.
Fulcrum Equity Management's New America High Income Fund, Inc. position peaked at $892K in Q1 2019.
55 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.