LFG
HYB

LifePlan Financial Group’s New America High Income Fund, Inc. HYB Stock Holding History

LifePlan Financial Group’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$4K Hold
477
– – ﹤0.01% 504
2020
Q2 		$4K Hold
477
– – ﹤0.01% 506
2020
Q1 		$3K Hold
477
– – ﹤0.01% 501
2019
Q4 		$4K Hold
477
– – ﹤0.01% 488
2019
Q3 		$4K Buy
+477
New +$4.19K ﹤0.01% 486

Other funds holding HYB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LifePlan Financial Group's HYB Position: Q3 2020 in Review

LifePlan Financial Group held its New America High Income Fund, Inc. (HYB) position steady in Q3 2020 at 477 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

LifePlan Financial Group first reported a position in HYB in Q3 2019 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold HYB as of Q3 2020.

  • LifePlan Financial Group held 477 shares of New America High Income Fund, Inc. worth $4K as of Q3 2020.
  • LifePlan Financial Group left its New America High Income Fund, Inc. share count unchanged in Q3 2020.
  • New America High Income Fund, Inc. made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #504 holding.
  • LifePlan Financial Group first reported a position in New America High Income Fund, Inc. in Q3 2019 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.