SFSIG
FHY

San Francisco Sentry Investment Group’s First Trust Strategic High FHY Stock Holding History

San Francisco Sentry Investment Group’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
Q3 		– Sell
-100
Closed -$2K – 726
2013
Q2 		$2K Buy
+100
New +$1.68K ﹤0.01% 636

Other funds holding FHY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

San Francisco Sentry Investment Group's FHY Position: Q3 2013 in Review

San Francisco Sentry Investment Group sold out of First Trust Strategic High (FHY) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in FHY in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 37 funds tracked by Wall St. Rank hold FHY as of Q3 2013.

  • San Francisco Sentry Investment Group reported no remaining First Trust Strategic High position as of Q3 2013 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 100 First Trust Strategic High shares in Q3 2013, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in First Trust Strategic High in Q2 2013 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's First Trust Strategic High position peaked at $2K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held First Trust Strategic High as of Q3 2013.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2013, filed 12 Nov 2013.