Starfire Investment Advisers’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

Starfire Investment Advisers’s Portfolio FIV Stock Details FIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-33,500	Closed	-$306K	–	228
2017 Q4	$306K	Buy	+33,500	New	+$314K	0.24%	116

Other funds holding FIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Starfire Investment Advisers's FIV Position: Q1 2018 in Review

Starfire Investment Advisers sold out of First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest (FIV) in Q1 2018, closing a stake of 33,500 shares — an estimated $306K sold.

Starfire Investment Advisers first reported a position in FIV in Q4 2017 and held it in 1 quarter. The position peaked at $306K in Q4 2017. 31 funds tracked by Wall St. Rank hold FIV as of Q1 2018.

Starfire Investment Advisers reported no remaining First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position as of Q1 2018 after selling out during the quarter.
Starfire Investment Advisers sold 33,500 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q1 2018, an estimated $306K.
Starfire Investment Advisers first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q4 2017 and held it in 1 quarter.
Starfire Investment Advisers's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $306K in Q4 2017.
31 funds tracked by Wall St. Rank held First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest as of Q1 2018.

Based on Starfire Investment Advisers's 13F filing for Q1 2018, filed 20 Apr 2018.