Blue Bell Private Wealth Management’s Deutsche High Incm Opportunities DHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,685
Closed -$70K 242
2017
Q4
$70K Sell
4,685
-1,000
-18% -$15K 0.03% 115
2017
Q3
$86K Sell
5,685
-4,100
-42% -$61.4K 0.04% 105
2017
Q2
$146K Sell
9,785
-2,700
-22% -$40K 0.07% 86
2017
Q1
$183K Sell
12,485
-5,523
-31% -$80.6K 0.1% 73
2016
Q4
$260K Sell
18,008
-1,000
-5% -$14.2K 0.16% 61
2016
Q3
$269K Sell
19,008
-2,800
-13% -$39.4K 0.16% 74
2016
Q2
$297K Sell
21,808
-3,981
-15% -$53.7K 0.19% 75
2016
Q1
$344K Sell
25,789
-2,500
-9% -$32K 0.23% 72
2015
Q4
$369K Sell
28,289
-15,200
-35% -$202K 0.25% 69
2015
Q3
$572K Buy
43,489
+42,666
+5,184% +$595K 0.39% 46
2015
Q2
$12K Buy
+823
New +$12.1K 0.01% 360

Blue Bell Private Wealth Management's DHG Position: Q1 2018 in Review

Blue Bell Private Wealth Management sold out of Deutsche High Incm Opportunities (DHG) in Q1 2018, closing a stake of 4,685 shares — an estimated $70K sold.

Blue Bell Private Wealth Management first reported a position in DHG in Q2 2015 and held it in 11 quarters. The position peaked at $572K in Q3 2015. 0 funds tracked by Wall St. Rank hold DHG as of Q1 2018.

  • Blue Bell Private Wealth Management reported no remaining Deutsche High Incm Opportunities position as of Q1 2018 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 4,685 Deutsche High Incm Opportunities shares in Q1 2018, an estimated $70K.
  • Blue Bell Private Wealth Management first reported a position in Deutsche High Incm Opportunities in Q2 2015 and held it in 11 quarters.
  • Blue Bell Private Wealth Management's Deutsche High Incm Opportunities position peaked at $572K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q1 2018.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2018, filed 1 May 2018.