PFO
DHG

Pathstone Family Office’s Deutsche High Incm Opportunities DHG Stock Holding History

Pathstone Family Office’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,635
Closed -$23K – 387
2013
Q3 		$23K Buy
+1,635
New +$23K 0.1% 120

Other funds holding DHG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pathstone Family Office's DHG Position: Q4 2013 in Review

Pathstone Family Office sold out of Deutsche High Incm Opportunities (DHG) in Q4 2013, closing a stake of 1,635 shares — an estimated $23K sold.

Pathstone Family Office first reported a position in DHG in Q3 2013 and held it in 1 quarter. The position peaked at $23K in Q3 2013. 38 funds tracked by Wall St. Rank hold DHG as of Q4 2013.

  • Pathstone Family Office reported no remaining Deutsche High Incm Opportunities position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,635 Deutsche High Incm Opportunities shares in Q4 2013, an estimated $23K.
  • Pathstone Family Office first reported a position in Deutsche High Incm Opportunities in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's Deutsche High Incm Opportunities position peaked at $23K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.