IH
FHY

IFC Holdings’s First Trust Strategic High FHY Stock Holding History

IFC Holdings’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-30,445
Closed -$415K – 554
2017
Q3 		$415K Buy
30,445
+237
+0.8% +$3.23K 0.03% 339
2017
Q2 		$412K Buy
30,208
+4,513
+18% +$60.6K 0.03% 330
2017
Q1 		$333K Buy
25,695
+980
+4% +$12.4K 0.03% 329
2016
Q4 		$303K Hold
24,715
– – 0.03% 312
2016
Q3 		$305K Buy
24,715
+11,395
+86% +$138K 0.03% 300
2016
Q2 		$159K Buy
13,320
+11
+0.1% +$129 0.02% 367
2016
Q1 		$150K Buy
+13,309
New +$142K 0.02% 363

Other funds holding FHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

IFC Holdings's FHY Position: Q4 2017 in Review

IFC Holdings sold out of First Trust Strategic High (FHY) in Q4 2017, closing a stake of 30,445 shares — an estimated $415K sold.

IFC Holdings first reported a position in FHY in Q1 2016 and held it in 7 quarters. The position peaked at $415K in Q3 2017. 31 funds tracked by Wall St. Rank hold FHY as of Q4 2017.

  • IFC Holdings reported no remaining First Trust Strategic High position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 30,445 First Trust Strategic High shares in Q4 2017, an estimated $415K.
  • IFC Holdings first reported a position in First Trust Strategic High in Q1 2016 and held it in 7 quarters.
  • IFC Holdings's First Trust Strategic High position peaked at $415K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.