SIA
FHY

Sit Investment Associates’s First Trust Strategic High FHY Stock Holding History

Sit Investment Associates’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
2018
Q2 		– Sell
-201,653
Closed -$2.46M – 573
2018
Q1 		$2.46M Buy
201,653
+119,066
+144% +$1.48M 0.06% 274
2017
Q4 		$1.06M Buy
82,587
+5,605
+7% +$73.1K 0.03% 362
2017
Q3 		$1.05M Sell
76,982
-154,558
-67% -$2.11M 0.03% 348
2017
Q2 		$3.16M Buy
231,540
+4,211
+2% +$56.5K 0.08% 225
2017
Q1 		$2.96M Buy
227,329
+7,972
+4% +$101K 0.07% 226
2016
Q4 		$2.69M Buy
+219,357
New +$2.64M 0.07% 222

Other funds holding FHY

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Sit Investment Associates's FHY Position: Q2 2018 in Review

Sit Investment Associates sold out of First Trust Strategic High (FHY) in Q2 2018, closing a stake of 201,653 shares — an estimated $2.46M sold.

Sit Investment Associates first reported a position in FHY in Q4 2016 and held it in 6 quarters. The position peaked at $3.16M in Q2 2017. 1 fund tracked by Wall St. Rank holds FHY as of Q2 2018.

  • Sit Investment Associates reported no remaining First Trust Strategic High position as of Q2 2018 after selling out during the quarter.
  • Sit Investment Associates sold 201,653 First Trust Strategic High shares in Q2 2018, an estimated $2.46M.
  • Sit Investment Associates first reported a position in First Trust Strategic High in Q4 2016 and held it in 6 quarters.
  • Sit Investment Associates's First Trust Strategic High position peaked at $3.16M in Q2 2017.
  • 1 fund tracked by Wall St. Rank held First Trust Strategic High as of Q2 2018.

Based on Sit Investment Associates's 13F filing for Q2 2018, filed 19 Jul 2018.