UFA
HCF

US Financial Advisors’s NEXPOINT CREDIT STRATEGIES FUND HCF Stock Holding History

US Financial Advisors’s Portfolio HCF Stock Details HCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-20
Closed – – 633
2015
Q2 		$0 Sell
20
-9
-31% – ﹤0.01% 590
2015
Q1 		$0 Hold
29
– – ﹤0.01% 406
2014
Q4 		$0 Buy
+29
New – ﹤0.01% 353

Other funds holding HCF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Financial Advisors's HCF Position: Q3 2015 in Review

US Financial Advisors sold out of NEXPOINT CREDIT STRATEGIES FUND (HCF) in Q3 2015, closing a stake of 20 shares.

US Financial Advisors first reported a position in HCF in Q4 2014 and held it in 3 quarters. The position peaked at $0 in Q2 2015. 50 funds tracked by Wall St. Rank hold HCF as of Q3 2015.

  • US Financial Advisors reported no remaining NEXPOINT CREDIT STRATEGIES FUND position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 20 NEXPOINT CREDIT STRATEGIES FUND shares in Q3 2015.
  • US Financial Advisors first reported a position in NEXPOINT CREDIT STRATEGIES FUND in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's NEXPOINT CREDIT STRATEGIES FUND position peaked at $0 in Q2 2015.
  • 50 funds tracked by Wall St. Rank held NEXPOINT CREDIT STRATEGIES FUND as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.