WAM
KHI

Wealthspire Advisors (Maryland)’s Deutsche High Income Trust KHI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KHI Stock Details KHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-367
Closed -$3K – 1966
2015
Q4 		$3K Buy
+367
New +$2.95K ﹤0.01% 1500

Other funds holding KHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KHI Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Deutsche High Income Trust (KHI) in Q1 2016, closing a stake of 367 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in KHI in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 27 funds tracked by Wall St. Rank hold KHI as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Deutsche High Income Trust position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 367 Deutsche High Income Trust shares in Q1 2016, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Deutsche High Income Trust in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Deutsche High Income Trust position peaked at $3K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Deutsche High Income Trust as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.