BIG
HYT icon

Bellwether Investment Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-1,539
Closed -$17K – 305
2017
Q1 		$17K Hold
1,539
– – 0.04% 354
2016
Q4 		$17K Buy
+1,539
New +$16.2K 0.02% 495

Other funds holding HYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bellwether Investment Group's HYT Position: Q2 2017 in Review

Bellwether Investment Group sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2017, closing a stake of 1,539 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in HYT in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2017. 130 funds tracked by Wall St. Rank hold HYT as of Q2 2017.

  • Bellwether Investment Group reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,539 BlackRock Corporate High Yield Fund shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in BlackRock Corporate High Yield Fund in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's BlackRock Corporate High Yield Fund position peaked at $17K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.