MA
FSD

MUFG Americas’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

MUFG Americas’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-17
Closed – – 1236
2017
Q2 		$0 Hold
17
– – ﹤0.01% 1224
2017
Q1 		$0 Buy
+17
New +$283 ﹤0.01% 1197
2015
Q2 		– Sell
-43
Closed -$1K – 1291
2015
Q1 		$1K Buy
43
+7
+19% +$114 ﹤0.01% 1129
2014
Q4 		$1K Hold
36
– – ﹤0.01% 1216
2014
Q3 		$1K Hold
36
– – ﹤0.01% 1276
2014
Q2 		$1K Hold
36
– – ﹤0.01% 1142
2014
Q1 		$1K Hold
36
– – ﹤0.01% 1109
2013
Q4 		$1K Buy
+36
New +$626 ﹤0.01% 1063

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MUFG Americas's FSD Position: Q3 2017 in Review

MUFG Americas sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2017, closing a stake of 17 shares.

MUFG Americas first reported a position in FSD in Q4 2013 and held it in 8 quarters. The position peaked at $1K in Q1 2015. 54 funds tracked by Wall St. Rank hold FSD as of Q3 2017.

  • MUFG Americas reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 17 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2017.
  • MUFG Americas first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2013 and held it in 8 quarters.
  • MUFG Americas's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1K in Q1 2015.
  • 54 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.