Panagora Asset Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Panagora Asset Management’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
2021 Q3	–	Sell	-65	Closed	-$1K	–	2457
2021 Q2	$1K	Sell	65 -76	-54%	-$1.17K	﹤0.01%	2725
2021 Q1	$2K	Buy	141 +18	+15%	+$268	﹤0.01%	2734
2020 Q4	$2K	Sell	123 -568	-82%	-$8.07K	﹤0.01%	2659
2020 Q3	$10K	Hold	691	–	–	﹤0.01%	2323
2020 Q2	$9K	Hold	691	–	–	﹤0.01%	2252
2020 Q1	$8K	Buy	+691	New	+$10.1K	﹤0.01%	2188
2019 Q4	–	Sell	-869	Closed	-$13K	–	2602
2019 Q3	$13K	Buy	+869	New	+$13K	﹤0.01%	2141
2015 Q3	–	Sell	-23,537	Closed	-$368K	–	2446
2015 Q2	$368K	Buy	23,537 +22,136	+1,580%	+$360K	﹤0.01%	1449
2015 Q1	$23K	Sell	1,401 -3,504	-71%	-$56.9K	﹤0.01%	2204
2014 Q4	$78K	Buy	+4,905	New	+$81.6K	﹤0.01%	1917

Other funds holding FSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Panagora Asset Management's FSD Position: Q3 2021 in Review

Panagora Asset Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2021, closing a stake of 65 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in FSD in Q4 2014 and held it in 10 quarters. The position peaked at $368K in Q2 2015. 60 funds tracked by Wall St. Rank hold FSD as of Q3 2021.

Panagora Asset Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 65 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2021, an estimated $1K.
Panagora Asset Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2014 and held it in 10 quarters.
Panagora Asset Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $368K in Q2 2015.
60 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.