GGPS
HCF

Gary Goldberg Planning Services’s NEXPOINT CREDIT STRATEGIES FUND HCF Stock Holding History

Gary Goldberg Planning Services’s Portfolio HCF Stock Details HCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,750
Closed -$45K – 490
2014
Q2 		$45K Buy
+3,750
New +$45K 0.02% 234

Other funds holding HCF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Gary Goldberg Planning Services's HCF Position: Q3 2014 in Review

Gary Goldberg Planning Services sold out of NEXPOINT CREDIT STRATEGIES FUND (HCF) in Q3 2014, closing a stake of 3,750 shares — an estimated $45K sold.

Gary Goldberg Planning Services first reported a position in HCF in Q2 2014 and held it in 1 quarter. The position peaked at $45K in Q2 2014. 52 funds tracked by Wall St. Rank hold HCF as of Q3 2014.

  • Gary Goldberg Planning Services reported no remaining NEXPOINT CREDIT STRATEGIES FUND position as of Q3 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3,750 NEXPOINT CREDIT STRATEGIES FUND shares in Q3 2014, an estimated $45K.
  • Gary Goldberg Planning Services first reported a position in NEXPOINT CREDIT STRATEGIES FUND in Q2 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's NEXPOINT CREDIT STRATEGIES FUND position peaked at $45K in Q2 2014.
  • 52 funds tracked by Wall St. Rank held NEXPOINT CREDIT STRATEGIES FUND as of Q3 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2014, filed 10 Nov 2014.