MFS
FHY

MSI Financial Services’s First Trust Strategic High FHY Stock Holding History

MSI Financial Services’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
2015
Q1 		– Sell
-1,490
Closed -$22K – 3292
2014
Q4 		$22K Hold
1,490
– – ﹤0.01% 1491
2014
Q3 		$23K Hold
1,490
– – ﹤0.01% 1449
2014
Q2 		$24K Hold
1,490
– – ﹤0.01% 1420
2014
Q1 		$24K Hold
1,490
– – ﹤0.01% 1363
2013
Q4 		$24K Sell
1,490
-1,320
-47% -$20.7K ﹤0.01% 1322
2013
Q3 		$45K Hold
2,810
– – 0.01% 913
2013
Q2 		$44K Buy
+2,810
New +$47.1K 0.01% 946

Other funds holding FHY

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MSI Financial Services's FHY Position: Q1 2015 in Review

MSI Financial Services sold out of First Trust Strategic High (FHY) in Q1 2015, closing a stake of 1,490 shares — an estimated $22K sold.

MSI Financial Services first reported a position in FHY in Q2 2013 and held it in 7 quarters. The position peaked at $45K in Q3 2013. 30 funds tracked by Wall St. Rank hold FHY as of Q1 2015.

  • MSI Financial Services reported no remaining First Trust Strategic High position as of Q1 2015 after selling out during the quarter.
  • MSI Financial Services sold 1,490 First Trust Strategic High shares in Q1 2015, an estimated $22K.
  • MSI Financial Services first reported a position in First Trust Strategic High in Q2 2013 and held it in 7 quarters.
  • MSI Financial Services's First Trust Strategic High position peaked at $45K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held First Trust Strategic High as of Q1 2015.

Based on MSI Financial Services's 13F filing for Q1 2015, filed 17 Apr 2015.