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Strategic Investment Advisors’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Strategic Investment Advisors’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14,544
Closed -$348K – 167
2019
Q1 		$348K Sell
14,544
-1,237
-8% -$29.4K 0.24% 78
2018
Q4 		$364K Buy
+15,781
New +$378K 0.33% 66

Other funds holding VSHY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Strategic Investment Advisors's VSHY Position: Q2 2019 in Review

Strategic Investment Advisors sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2019, closing a stake of 14,544 shares — an estimated $348K sold.

Strategic Investment Advisors first reported a position in VSHY in Q4 2018 and held it in 2 quarters. The position peaked at $364K in Q4 2018. 14 funds tracked by Wall St. Rank hold VSHY as of Q2 2019.

  • Strategic Investment Advisors reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 14,544 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2019, an estimated $348K.
  • Strategic Investment Advisors first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2018 and held it in 2 quarters.
  • Strategic Investment Advisors's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $364K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.