SPIA
IEH

Steward Partners Investment Advisory’s INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) IEH Stock Holding History

Steward Partners Investment Advisory’s Portfolio IEH Stock Details IEH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,682
Closed -$45K – 3512
2021
Q2 		$45K Buy
+1,682
New +$45K ﹤0.01% 3593

Other funds holding IEH

BWAM
Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return

Steward Partners Investment Advisory's IEH Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) (IEH) in Q3 2021, closing a stake of 1,682 shares — an estimated $45K sold.

Steward Partners Investment Advisory first reported a position in IEH in Q2 2021 and held it in 1 quarter. The position peaked at $45K in Q2 2021. 1 fund tracked by Wall St. Rank holds IEH as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,682 INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) shares in Q3 2021, an estimated $45K.
  • Steward Partners Investment Advisory first reported a position in INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) position peaked at $45K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI) as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.