Old Second National Bank of Aurora’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Old Second National Bank of Aurora’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-75	Closed	-$4K	–	381
2019 Q2	$4K	Hold	75	–	–	﹤0.01%	353
2019 Q1	$4K	Hold	75	–	–	﹤0.01%	375
2018 Q4	$4K	Buy	+75	New	+$3.68K	﹤0.01%	347

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Old Second National Bank of Aurora's QHY Position: Q3 2019 in Review

Old Second National Bank of Aurora sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2019, closing a stake of 75 shares — an estimated $4K sold.

Old Second National Bank of Aurora first reported a position in QHY in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 16 funds tracked by Wall St. Rank hold QHY as of Q3 2019.

Old Second National Bank of Aurora reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2019 after selling out during the quarter.
Old Second National Bank of Aurora sold 75 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2019, an estimated $4K.
Old Second National Bank of Aurora first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2018 and held it in 3 quarters.
Old Second National Bank of Aurora's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $4K in Q2 2019.
16 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2019.

Based on Old Second National Bank of Aurora's 13F filing for Q3 2019, filed 25 Oct 2019.