BWM
BGH

Baystate Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$6.78K Buy
+504
New +$6.45K ﹤0.01% 814

Other funds holding BGH

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Baystate Wealth Management's BGH Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q4 2023: 504 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

55 funds tracked by Wall St. Rank hold BGH as of Q4 2023.

  • Baystate Wealth Management held 504 shares of Barings Global Short Duration High Yield Fund worth $6.78K as of Q4 2023.
  • Barings Global Short Duration High Yield Fund was a new Baystate Wealth Management position in Q4 2023.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #814 holding.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.