Clarus Wealth Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Clarus Wealth 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
2020 Q1	–	Sell	-10,570	Closed	-$33K	–	120
2019 Q4	$33K	Hold	10,570	–	–	0.02%	139
2019 Q3	$32K	Hold	10,570	–	–	0.02%	141
2019 Q2	$32K	Buy	10,570 +231	+2%	+$707	0.02%	315
2019 Q1	$32K	Buy	10,339 +162	+2%	+$484	0.02%	351
2018 Q4	$28K	Buy	10,177 +248	+2%	+$729	0.04%	344
2018 Q3	$32K	Buy	9,929 +217	+2%	+$684	0.02%	358
2018 Q2	$31K	Buy	+9,712	New	+$30.7K	0.02%	357
2018 Q1	–	Sell	-32,137	Closed	-$107K	–	130
2017 Q4	$107K	Buy	+32,137	New	+$109K	0.1%	119

Other funds holding DHF

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's DHF Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q1 2020, closing a stake of 10,570 shares — an estimated $33K sold.

Clarus Wealth Advisors first reported a position in DHF in Q4 2017 and held it in 8 quarters. The position peaked at $107K in Q4 2017. 46 funds tracked by Wall St. Rank hold DHF as of Q1 2020.

Clarus Wealth Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 10,570 BNY Mellon High Yield Strategies Fund shares in Q1 2020, an estimated $33K.
Clarus Wealth Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q4 2017 and held it in 8 quarters.
Clarus Wealth Advisors's BNY Mellon High Yield Strategies Fund position peaked at $107K in Q4 2017.
46 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.