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NewFocus Financial Group’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

NewFocus Financial Group’s Portfolio HYHG Stock Details HYHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-9,821
Closed -$719K – 60
2014
Q4 		$719K Buy
+9,821
New +$736K 0.5% 38

Other funds holding HYHG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $600M AUM 56.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

NewFocus Financial Group's HYHG Position: Q1 2015 in Review

NewFocus Financial Group sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q1 2015, closing a stake of 9,821 shares — an estimated $719K sold.

NewFocus Financial Group first reported a position in HYHG in Q4 2014 and held it in 1 quarter. The position peaked at $719K in Q4 2014. 27 funds tracked by Wall St. Rank hold HYHG as of Q1 2015.

  • NewFocus Financial Group reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q1 2015 after selling out during the quarter.
  • NewFocus Financial Group sold 9,821 ProShares High Yield-Interest Rate Hedged ETF shares in Q1 2015, an estimated $719K.
  • NewFocus Financial Group first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q4 2014 and held it in 1 quarter.
  • NewFocus Financial Group's ProShares High Yield-Interest Rate Hedged ETF position peaked at $719K in Q4 2014.
  • 27 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q1 2015.

Based on NewFocus Financial Group's 13F filing for Q1 2015, filed 1 May 2015.