Edge Wealth Management’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Edge Wealth Management’s Portfolio BHL Stock Details BHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,000	Closed	-$20K	–	577
2017 Q2	$20K	Hold	2,000	–	–	0.01%	306
2017 Q1	$27K	Hold	2,000	–	–	0.01%	263
2016 Q4	$28K	Buy	+2,000	New	+$27.1K	0.01%	237

Other funds holding BHL

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Edge Wealth Management's BHL Position: Q3 2017 in Review

Edge Wealth Management sold out of Blackrock Defined Opp Crt Tr (BHL) in Q3 2017, closing a stake of 2,000 shares — an estimated $20K sold.

Edge Wealth Management first reported a position in BHL in Q4 2016 and held it in 3 quarters. The position peaked at $28K in Q4 2016. 1 fund tracked by Wall St. Rank holds BHL as of Q3 2017.

Edge Wealth Management reported no remaining Blackrock Defined Opp Crt Tr position as of Q3 2017 after selling out during the quarter.
Edge Wealth Management sold 2,000 Blackrock Defined Opp Crt Tr shares in Q3 2017, an estimated $20K.
Edge Wealth Management first reported a position in Blackrock Defined Opp Crt Tr in Q4 2016 and held it in 3 quarters.
Edge Wealth Management's Blackrock Defined Opp Crt Tr position peaked at $28K in Q4 2016.
1 fund tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.