SFMG Wealth Advisors’s HELIOS MULTI-SECTOR HIGH INCOME FD, INC HMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-10,000
Closed -$70K 99
2014
Q2
$70K Hold
10,000
0.02% 84
2014
Q1
$68K Hold
10,000
0.02% 79
2013
Q4
$60K Hold
10,000
0.02% 78
2013
Q3
$58K Hold
10,000
0.02% 69
2013
Q2
$57K Buy
+10,000
New +$61.4K 0.02% 69

SFMG Wealth Advisors's HMH Position: Q3 2014 in Review

SFMG Wealth Advisors sold out of HELIOS MULTI-SECTOR HIGH INCOME FD, INC (HMH) in Q3 2014, closing a stake of 10,000 shares — an estimated $70K sold.

SFMG Wealth Advisors first reported a position in HMH in Q2 2013 and held it in 5 quarters. The position peaked at $70K in Q2 2014. 0 funds tracked by Wall St. Rank hold HMH as of Q3 2014.

  • SFMG Wealth Advisors reported no remaining HELIOS MULTI-SECTOR HIGH INCOME FD, INC position as of Q3 2014 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,000 HELIOS MULTI-SECTOR HIGH INCOME FD, INC shares in Q3 2014, an estimated $70K.
  • SFMG Wealth Advisors first reported a position in HELIOS MULTI-SECTOR HIGH INCOME FD, INC in Q2 2013 and held it in 5 quarters.
  • SFMG Wealth Advisors's HELIOS MULTI-SECTOR HIGH INCOME FD, INC position peaked at $70K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held HELIOS MULTI-SECTOR HIGH INCOME FD, INC as of Q3 2014.

Based on SFMG Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.