Bank of America’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Bank of America’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,000	Closed	-$151K	–	7536
2019 Q1	$151K	Hold	3,000	–	–	﹤0.01%	5668
2018 Q4	$145K	Hold	3,000	–	–	﹤0.01%	5706
2018 Q3	$152K	Buy	+3,000	New	+$151K	﹤0.01%	5636
2016 Q3	–	Sell	-35,700	Closed	-$1.78M	–	7466
2016 Q2	$1.78M	Buy	+35,700	New	+$1.79M	﹤0.01%	3719

Other funds holding SFHY

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Bank of America's SFHY Position: Q2 2019 in Review

Bank of America sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2019, closing a stake of 3,000 shares — an estimated $151K sold.

Bank of America first reported a position in SFHY in Q2 2016 and held it in 4 quarters. The position peaked at $1.78M in Q2 2016. 14 funds tracked by Wall St. Rank hold SFHY as of Q2 2019.

Bank of America reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2019 after selling out during the quarter.
Bank of America sold 3,000 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2019, an estimated $151K.
Bank of America first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2016 and held it in 4 quarters.
Bank of America's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $1.78M in Q2 2016.
14 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2019.

Based on Bank of America's 13F filing for Q2 2019, filed 14 Aug 2019.