Edge Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Edge Wealth Management’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
2018 Q2	–	Sell	-300	Closed	-$3K	–	603
2018 Q1	$3K	Sell	300 -26,495	-99%	-$285K	﹤0.01%	492
2017 Q4	$294K	Sell	26,795 -20,553	-43%	-$229K	0.08%	110
2017 Q3	$534K	Sell	47,348 -36,069	-43%	-$401K	0.16%	74
2017 Q2	$919K	Buy	83,417 +6,251	+8%	+$69.3K	0.29%	56
2017 Q1	$844K	Sell	77,166 -16,774	-18%	-$184K	0.29%	53
2016 Q4	$1.02M	Buy	93,940 +27,936	+42%	+$294K	0.39%	48
2016 Q3	$714K	Sell	66,004 -11,959	-15%	-$128K	0.3%	59
2016 Q2	$812K	Sell	77,963 -4,102	-5%	-$41.9K	0.34%	52
2016 Q1	$818K	Buy	82,065 +4,076	+5%	+$39.4K	0.37%	49
2015 Q4	$761K	Buy	+77,989	New	+$785K	0.29%	59

Other funds holding HYT

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Edge Wealth Management's HYT Position: Q2 2018 in Review

Edge Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2018, closing a stake of 300 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in HYT in Q4 2015 and held it in 10 quarters. The position peaked at $1.02M in Q4 2016. 140 funds tracked by Wall St. Rank hold HYT as of Q2 2018.

Edge Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2018 after selling out during the quarter.
Edge Wealth Management sold 300 BlackRock Corporate High Yield Fund shares in Q2 2018, an estimated $3K.
Edge Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2015 and held it in 10 quarters.
Edge Wealth Management's BlackRock Corporate High Yield Fund position peaked at $1.02M in Q4 2016.
140 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.