FANJ
BGH

Financial Architects (New Jersey)’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Financial Architects (New Jersey)’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$24K – 900
2014
Q2 		$24K Buy
+1,000
New +$24.4K 0.01% 462

Other funds holding BGH

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Architects (New Jersey)'s BGH Position: Q3 2014 in Review

Financial Architects (New Jersey) sold out of Barings Global Short Duration High Yield Fund (BGH) in Q3 2014, closing a stake of 1,000 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in BGH in Q2 2014 and held it in 1 quarter. The position peaked at $24K in Q2 2014. 33 funds tracked by Wall St. Rank hold BGH as of Q3 2014.

  • Financial Architects (New Jersey) reported no remaining Barings Global Short Duration High Yield Fund position as of Q3 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Barings Global Short Duration High Yield Fund shares in Q3 2014, an estimated $24K.
  • Financial Architects (New Jersey) first reported a position in Barings Global Short Duration High Yield Fund in Q2 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Barings Global Short Duration High Yield Fund position peaked at $24K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2014, filed 24 Oct 2014.