Avantax Planning Partners’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Avantax Planning Partners’s Portfolio HYT Stock Details HYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,631	Closed	-$17K	–	694
2018 Q3	$17K	Buy	+1,631	New	+$17.3K	﹤0.01%	742
2018 Q2	–	Sell	-1,320	Closed	-$14K	–	784
2018 Q1	$14K	Buy	+1,320	New	+$14.2K	﹤0.01%	911

Other funds holding HYT

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Avantax Planning Partners's HYT Position: Q4 2018 in Review

Avantax Planning Partners sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2018, closing a stake of 1,631 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in HYT in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 152 funds tracked by Wall St. Rank hold HYT as of Q4 2018.

Avantax Planning Partners reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,631 BlackRock Corporate High Yield Fund shares in Q4 2018, an estimated $17K.
Avantax Planning Partners first reported a position in BlackRock Corporate High Yield Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's BlackRock Corporate High Yield Fund position peaked at $17K in Q3 2018.
152 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.