PMFA
FSD

Plante Moran Financial Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Plante Moran Financial Advisors’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
2013
Q4 		– Sell
-130
Closed -$2K – 721
2013
Q3 		$2K Hold
130
– – ﹤0.01% 573
2013
Q2 		$2K Buy
+130
New +$2.41K ﹤0.01% 555

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Plante Moran Financial Advisors's FSD Position: Q4 2013 in Review

Plante Moran Financial Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2013, closing a stake of 130 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in FSD in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 55 funds tracked by Wall St. Rank hold FSD as of Q4 2013.

  • Plante Moran Financial Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2013 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 130 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2013, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2013 and held it in 2 quarters.
  • Plante Moran Financial Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $2K in Q3 2013.
  • 55 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2013.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.