PMFA
HCF

Plante Moran Financial Advisors’s NEXPOINT CREDIT STRATEGIES FUND HCF Stock Holding History

Plante Moran Financial Advisors’s Portfolio HCF Stock Details HCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15,900
Closed -$169K – 899
2014
Q3 		$169K Buy
+15,900
New +$169K 0.15% 110

Other funds holding HCF

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Plante Moran Financial Advisors's HCF Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of NEXPOINT CREDIT STRATEGIES FUND (HCF) in Q4 2014, closing a stake of 15,900 shares — an estimated $169K sold.

Plante Moran Financial Advisors first reported a position in HCF in Q3 2014 and held it in 1 quarter. The position peaked at $169K in Q3 2014. 54 funds tracked by Wall St. Rank hold HCF as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining NEXPOINT CREDIT STRATEGIES FUND position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 15,900 NEXPOINT CREDIT STRATEGIES FUND shares in Q4 2014, an estimated $169K.
  • Plante Moran Financial Advisors first reported a position in NEXPOINT CREDIT STRATEGIES FUND in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's NEXPOINT CREDIT STRATEGIES FUND position peaked at $169K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held NEXPOINT CREDIT STRATEGIES FUND as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.