SWP
FIHD

Strategic Wealth Partners’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History

Strategic Wealth Partners’s Portfolio FIHD Stock Details FIHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-87
Closed -$15K – 837
2019
Q1 		$15K Buy
+87
New +$13.9K 0.01% 431
2018
Q2 		– Sell
-221
Closed -$36K – 845
2018
Q1 		$36K Buy
+221
New +$37.9K 0.02% 279

Other funds holding FIHD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.59M AUM 51.04% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Strategic Wealth Partners's FIHD Position: Q2 2019 in Review

Strategic Wealth Partners sold out of UBS AG FI Enhanced Global High Yield ETN (FIHD) in Q2 2019, closing a stake of 87 shares — an estimated $15K sold.

Strategic Wealth Partners first reported a position in FIHD in Q1 2018 and held it in 2 quarters. The position peaked at $36K in Q1 2018. 17 funds tracked by Wall St. Rank hold FIHD as of Q2 2019.

  • Strategic Wealth Partners reported no remaining UBS AG FI Enhanced Global High Yield ETN position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 87 UBS AG FI Enhanced Global High Yield ETN shares in Q2 2019, an estimated $15K.
  • Strategic Wealth Partners first reported a position in UBS AG FI Enhanced Global High Yield ETN in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's UBS AG FI Enhanced Global High Yield ETN position peaked at $36K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held UBS AG FI Enhanced Global High Yield ETN as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.