1IA
BGH

1834 Investment Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

1834 Investment Advisors’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-800
Closed -$14K – 454
2019
Q3 		$14K Buy
+800
New +$14.2K ﹤0.01% 350

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1834 Investment Advisors's BGH Position: Q4 2019 in Review

1834 Investment Advisors sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2019, closing a stake of 800 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in BGH in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 42 funds tracked by Wall St. Rank hold BGH as of Q4 2019.

  • 1834 Investment Advisors reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 800 Barings Global Short Duration High Yield Fund shares in Q4 2019, an estimated $14K.
  • 1834 Investment Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q3 2019 and held it in 1 quarter.
  • 1834 Investment Advisors's Barings Global Short Duration High Yield Fund position peaked at $14K in Q3 2019.
  • 42 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.