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User

Marty Whitman

Third Avenue Management

Third Avenue Management FIRST TRUST STRAT HIGH INC 2 stake

total: 405

Third Avenue Management FHY trades

Total transactions:
5
New positions:
1
Sold out:
1
Added:
3
Held since:
2013 Q3
Held for:
4 quarters
Latest activity:
2014 Q3
According to 2026 Q2 report, Third Avenue Management doesn't hold any FIRST TRUST STRAT HIGH INC 2 (FHY) shares. To date, the estimated cost basis is nearly $15.94 for "buy" trades and estimated average "sell" price is $16.35. Third Avenue Management first purchased FHY in 2013 Q3, initially acquiring 150,793 shares. Since the initial investment in FIRST TRUST STRAT HIGH INC 2 (FHY), Third Avenue Management has made 4 more transactions.

When did Third Avenue Management sell FIRST TRUST STRAT HIGH INC 2 (FHY)?

Third Avenue Management sold off the entire FIRST TRUST STRAT HIGH INC 2 (FHY) position in 2014 Q3.

When did Third Avenue Management buy FIRST TRUST STRAT HIGH INC 2 (FHY)?

Third Avenue Management first invested in FIRST TRUST STRAT HIGH INC 2 (FHY) in 2013 Q3 at the reported quarter-end price of $15.91 per share.

What's the cost basis of Third Avenue Management's FHY stake?

The estimated cost basis for FIRST TRUST STRAT HIGH INC 2 (FHY) stake is around $15.94 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$15.94
Weighted AVG sell price:
$16.35

Third Avenue Management's historical trades in FIRST TRUST STRAT HIGH INC 2

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q3
0.00%
$16.35
-100% (-188,173)
2014 Q2
0.06%
$16.35
+2.25% (+4,141)
2014 Q1
0.06%
$15.93
+3.83% (+6,791)
2013 Q4
0.05%
$16.05
+17.54% (+26,448)
2013 Q3
0.05%
$15.91
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.