WCM
FHY

Windsor Capital Management’s First Trust Strategic High FHY Stock Holding History

Windsor Capital Management’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$4K – 568
2015
Q3 		$4K Buy
+400
New +$4.96K ﹤0.01% 451

Other funds holding FHY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Windsor Capital Management's FHY Position: Q4 2015 in Review

Windsor Capital Management sold out of First Trust Strategic High (FHY) in Q4 2015, closing a stake of 400 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in FHY in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 40 funds tracked by Wall St. Rank hold FHY as of Q4 2015.

  • Windsor Capital Management reported no remaining First Trust Strategic High position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 400 First Trust Strategic High shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in First Trust Strategic High in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's First Trust Strategic High position peaked at $4K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.