PFO
FHY

Pathstone Family Office’s First Trust Strategic High FHY Stock Holding History

Pathstone Family Office’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-918
Closed -$15K – 386
2013
Q3 		$15K Buy
+918
New +$14.2K 0.06% 153

Other funds holding FHY

PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pathstone Family Office sold out of First Trust Strategic High (FHY) in Q4 2013, closing a stake of 918 shares — an estimated $15K sold.

Pathstone Family Office first reported a position in FHY in Q3 2013 and held it in 1 quarter. The position peaked at $15K in Q3 2013. 38 funds tracked by Wall St. Rank hold FHY as of Q4 2013.

  • Pathstone Family Office reported no remaining First Trust Strategic High position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 918 First Trust Strategic High shares in Q4 2013, an estimated $15K.
  • Pathstone Family Office first reported a position in First Trust Strategic High in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's First Trust Strategic High position peaked at $15K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2013.

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