KIG
HYLD

Kessler Investment Group’s High Yield ETF HYLD Stock Holding History

Kessler Investment Group’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$5K – 192
2013
Q3 		$5K Buy
+100
New +$5.12K 0.01% 130

Other funds holding HYLD

YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Kessler Investment Group's HYLD Position: Q4 2013 in Review

Kessler Investment Group sold out of High Yield ETF (HYLD) in Q4 2013, closing a stake of 100 shares — an estimated $5K sold.

Kessler Investment Group first reported a position in HYLD in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 43 funds tracked by Wall St. Rank hold HYLD as of Q4 2013.

  • Kessler Investment Group reported no remaining High Yield ETF position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 100 High Yield ETF shares in Q4 2013, an estimated $5K.
  • Kessler Investment Group first reported a position in High Yield ETF in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's High Yield ETF position peaked at $5K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held High Yield ETF as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.