WEC
FSD

Winslow Evans & Crocker’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Winslow Evans & Crocker’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,142
Closed -$36.6K – 1397
2014
Q3 		$36.6K Hold
2,142
– – 0.01% 621
2014
Q2 		$38.9K Sell
2,142
-815
-28% -$14.6K 0.01% 541
2014
Q1 		$52.4K Hold
2,957
– – 0.02% 484
2013
Q4 		$51K Buy
+2,957
New +$51.4K 0.02% 513

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's FSD Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2014, closing a stake of 2,142 shares — an estimated $36.6K sold.

Winslow Evans & Crocker first reported a position in FSD in Q4 2013 and held it in 4 quarters. The position peaked at $52.4K in Q1 2014. 68 funds tracked by Wall St. Rank hold FSD as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,142 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2014, an estimated $36.6K.
  • Winslow Evans & Crocker first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2013 and held it in 4 quarters.
  • Winslow Evans & Crocker's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $52.4K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.