IWMPD
HCF

Integrated Wealth Management (Palm Desert)’s NEXPOINT CREDIT STRATEGIES FUND HCF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q4 		– Sell
-100
Closed -$1K – 1459
2015
Q3 		$1K Sell
100
-500
-83% -$5K ﹤0.01% 1287
2015
Q2 		$4K Hold
600
– – ﹤0.01% 1026
2015
Q1 		$7K Buy
+600
New +$7K ﹤0.01% 873

Other funds holding HCF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CFA
CT Financial Advisors Chadds Ford, Pennsylvania $162M AUM 9.58% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HCF Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of NEXPOINT CREDIT STRATEGIES FUND (HCF) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HCF in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q1 2015. 4 funds tracked by Wall St. Rank hold HCF as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining NEXPOINT CREDIT STRATEGIES FUND position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 NEXPOINT CREDIT STRATEGIES FUND shares in Q4 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in NEXPOINT CREDIT STRATEGIES FUND in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s NEXPOINT CREDIT STRATEGIES FUND position peaked at $7K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held NEXPOINT CREDIT STRATEGIES FUND as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.