FEG
BHL

Financial Enhancement Group’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Financial Enhancement Group’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
2016
Q4 		– Sell
-16,714
Closed -$225K – 69
2016
Q3 		$225K Buy
16,714
+44
+0.3% +$591 0.12% 52
2016
Q2 		$218K Buy
16,670
+1,813
+12% +$23.8K 0.13% 41
2016
Q1 		$194K Buy
14,857
+1,340
+10% +$17.3K 0.13% 42
2015
Q4 		$176K Buy
+13,517
New +$177K 0.11% 44

Other funds holding BHL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Enhancement Group's BHL Position: Q4 2016 in Review

Financial Enhancement Group sold out of Blackrock Defined Opp Crt Tr (BHL) in Q4 2016, closing a stake of 16,714 shares — an estimated $225K sold.

Financial Enhancement Group first reported a position in BHL in Q4 2015 and held it in 4 quarters. The position peaked at $225K in Q3 2016. 20 funds tracked by Wall St. Rank hold BHL as of Q4 2016.

  • Financial Enhancement Group reported no remaining Blackrock Defined Opp Crt Tr position as of Q4 2016 after selling out during the quarter.
  • Financial Enhancement Group sold 16,714 Blackrock Defined Opp Crt Tr shares in Q4 2016, an estimated $225K.
  • Financial Enhancement Group first reported a position in Blackrock Defined Opp Crt Tr in Q4 2015 and held it in 4 quarters.
  • Financial Enhancement Group's Blackrock Defined Opp Crt Tr position peaked at $225K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q4 2016.

Based on Financial Enhancement Group's 13F filing for Q4 2016, filed 27 Jan 2017.