KPWS
ARDC

Kestra Private Wealth Services’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Kestra Private Wealth Services’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-38,659
Closed -$490K – 739
2020
Q3 		$490K Buy
+38,659
New +$484K 0.04% 386

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SIA
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RCM
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AAM
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Invesco
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Cohen & Steers
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kestra Private Wealth Services's ARDC Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2020, closing a stake of 38,659 shares — an estimated $490K sold.

Kestra Private Wealth Services first reported a position in ARDC in Q3 2020 and held it in 1 quarter. The position peaked at $490K in Q3 2020. 52 funds tracked by Wall St. Rank hold ARDC as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 38,659 Are Dynamic Credit Allocation Fund shares in Q4 2020, an estimated $490K.
  • Kestra Private Wealth Services first reported a position in Are Dynamic Credit Allocation Fund in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's Are Dynamic Credit Allocation Fund position peaked at $490K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.