CFA
DHF

Capstone Financial Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Capstone Financial Advisors’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,000
Closed -$36.9K – 149
2023
Q1 		$36.9K Hold
17,000
– – ﹤0.01% 131
2022
Q4 		$36.7K Hold
17,000
– – ﹤0.01% 128
2022
Q3 		$36K Hold
17,000
– – ﹤0.01% 124
2022
Q2 		$39K Buy
+17,000
New +$42.2K ﹤0.01% 127

Other funds holding DHF

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Capstone Financial Advisors's DHF Position: Q2 2023 in Review

Capstone Financial Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q2 2023, closing a stake of 17,000 shares — an estimated $36.9K sold.

Capstone Financial Advisors first reported a position in DHF in Q2 2022 and held it in 4 quarters. The position peaked at $39K in Q2 2022. 59 funds tracked by Wall St. Rank hold DHF as of Q2 2023.

  • Capstone Financial Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q2 2023 after selling out during the quarter.
  • Capstone Financial Advisors sold 17,000 BNY Mellon High Yield Strategies Fund shares in Q2 2023, an estimated $36.9K.
  • Capstone Financial Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q2 2022 and held it in 4 quarters.
  • Capstone Financial Advisors's BNY Mellon High Yield Strategies Fund position peaked at $39K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q2 2023.

Based on Capstone Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.