Stifel Financial
HSA

Stifel Financial’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History

Stifel Financial’s Portfolio HSA Stock Details HSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,100
Closed -$104K – 2424
2014
Q2 		$104K Sell
15,100
-287
-2% -$1.98K ﹤0.01% 2098
2014
Q1 		$104K Buy
+15,387
New +$104K ﹤0.01% 2010

Stifel Financial's HSA Position: Q3 2014 in Review

Stifel Financial sold out of HELIOS STRATEGIC INCOME FD, INC (HSA) in Q3 2014, closing a stake of 15,100 shares — an estimated $104K sold.

Stifel Financial first reported a position in HSA in Q1 2014 and held it in 2 quarters. The position peaked at $104K in Q2 2014. 0 funds tracked by Wall St. Rank hold HSA as of Q3 2014.

  • Stifel Financial reported no remaining HELIOS STRATEGIC INCOME FD, INC position as of Q3 2014 after selling out during the quarter.
  • Stifel Financial sold 15,100 HELIOS STRATEGIC INCOME FD, INC shares in Q3 2014, an estimated $104K.
  • Stifel Financial first reported a position in HELIOS STRATEGIC INCOME FD, INC in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's HELIOS STRATEGIC INCOME FD, INC position peaked at $104K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held HELIOS STRATEGIC INCOME FD, INC as of Q3 2014.

Based on Stifel Financial's 13F filing for Q3 2014, filed 13 Nov 2014.