KA
FHY

Klingman & Associates’s First Trust Strategic High FHY Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-1,125
Closed -$14K – 363
2016
Q3 		$14K Hold
1,125
– – ﹤0.01% 281
2016
Q2 		$13K Hold
1,125
– – ﹤0.01% 289
2016
Q1 		$13K Hold
1,125
– – ﹤0.01% 289
2015
Q4 		$13K Buy
+1,125
New +$13K ﹤0.01% 295
2015
Q3 		– Sell
-1,125
Closed -$14K – 298
2015
Q2 		$15K Hold
1,125
– – 0.01% 282
2015
Q1 		$16K Hold
1,125
– – 0.01% 253
2014
Q4 		$16K Buy
+1,125
New +$16.9K 0.01% 258

Other funds holding FHY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Klingman & Associates's FHY Position: Q4 2016 in Review

Klingman & Associates sold out of First Trust Strategic High (FHY) in Q4 2016, closing a stake of 1,125 shares — an estimated $14K sold.

Klingman & Associates first reported a position in FHY in Q4 2014 and held it in 7 quarters. The position peaked at $16K in Q1 2015. 33 funds tracked by Wall St. Rank hold FHY as of Q4 2016.

  • Klingman & Associates reported no remaining First Trust Strategic High position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 1,125 First Trust Strategic High shares in Q4 2016, an estimated $14K.
  • Klingman & Associates first reported a position in First Trust Strategic High in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's First Trust Strategic High position peaked at $16K in Q1 2015.
  • 33 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.