Stifel Financial
FHY

Stifel Financial’s First Trust Strategic High FHY Stock Holding History

Stifel Financial’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
2016
Q3 		– Sell
-49,737
Closed -$595K – 2611
2016
Q2 		$595K Buy
+49,737
New +$581K ﹤0.01% 1658
2015
Q4 		– Sell
-36,881
Closed -$424K – 2473
2015
Q3 		$424K Buy
+36,881
New +$458K ﹤0.01% 1649

Other funds holding FHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Stifel Financial's FHY Position: Q3 2016 in Review

Stifel Financial sold out of First Trust Strategic High (FHY) in Q3 2016, closing a stake of 49,737 shares — an estimated $595K sold.

Stifel Financial first reported a position in FHY in Q3 2015 and held it in 2 quarters. The position peaked at $595K in Q2 2016. 34 funds tracked by Wall St. Rank hold FHY as of Q3 2016.

  • Stifel Financial reported no remaining First Trust Strategic High position as of Q3 2016 after selling out during the quarter.
  • Stifel Financial sold 49,737 First Trust Strategic High shares in Q3 2016, an estimated $595K.
  • Stifel Financial first reported a position in First Trust Strategic High in Q3 2015 and held it in 2 quarters.
  • Stifel Financial's First Trust Strategic High position peaked at $595K in Q2 2016.
  • 34 funds tracked by Wall St. Rank held First Trust Strategic High as of Q3 2016.

Based on Stifel Financial's 13F filing for Q3 2016, filed 15 Nov 2016.