SEI Investments
FSD

SEI Investments’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

SEI Investments’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
2017
Q4 		– Sell
-250
Closed -$4K – 3533
2017
Q3 		$4K Buy
+250
New +$4.25K ﹤0.01% 2891

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SEI Investments's FSD Position: Q4 2017 in Review

SEI Investments sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2017, closing a stake of 250 shares — an estimated $4K sold.

SEI Investments first reported a position in FSD in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 60 funds tracked by Wall St. Rank hold FSD as of Q4 2017.

  • SEI Investments reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2017 after selling out during the quarter.
  • SEI Investments sold 250 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2017, an estimated $4K.
  • SEI Investments first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2017 and held it in 1 quarter.
  • SEI Investments's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $4K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2017.

Based on SEI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.