FFG
BGH

Ford Financial Group’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Ford Financial Group’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
2021
Q1 		– Sell
-35,297
Closed -$532K – 100
2020
Q4 		$532K Sell
35,297
-5,664
-14% -$79.2K 0.25% 48
2020
Q3 		$545K Buy
40,961
+378
+0.9% +$4.96K 0.3% 45
2020
Q2 		$510K Buy
40,583
+502
+1% +$5.83K 0.28% 47
2020
Q1 		$446K Sell
40,081
-1,549
-4% -$24.8K 0.3% 47
2019
Q4 		$729K Buy
41,630
+2,112
+5% +$36K 0.42% 34
2019
Q3 		$687K Buy
39,518
+438
+1% +$7.79K 0.44% 32
2019
Q2 		$690K Buy
39,080
+419
+1% +$7.65K 0.47% 32
2019
Q1 		$699K Sell
38,661
-621
-2% -$10.9K 0.5% 29
2018
Q4 		$626K Buy
39,282
+452
+1% +$7.9K 0.47% 31
2018
Q3 		$752K Buy
38,830
+11,173
+40% +$214K 0.55% 20
2018
Q2 		$518K Buy
27,657
+2,007
+8% +$37.6K 0.38% 24
2018
Q1 		$478K Buy
25,650
+13,700
+115% +$258K 0.37% 26
2017
Q4 		$231K Buy
+11,950
New +$239K 0.17% 36

Other funds holding BGH

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ford Financial Group's BGH Position: Q1 2021 in Review

Ford Financial Group sold out of Barings Global Short Duration High Yield Fund (BGH) in Q1 2021, closing a stake of 35,297 shares — an estimated $532K sold.

Ford Financial Group first reported a position in BGH in Q4 2017 and held it in 13 quarters. The position peaked at $752K in Q3 2018. 53 funds tracked by Wall St. Rank hold BGH as of Q1 2021.

  • Ford Financial Group reported no remaining Barings Global Short Duration High Yield Fund position as of Q1 2021 after selling out during the quarter.
  • Ford Financial Group sold 35,297 Barings Global Short Duration High Yield Fund shares in Q1 2021, an estimated $532K.
  • Ford Financial Group first reported a position in Barings Global Short Duration High Yield Fund in Q4 2017 and held it in 13 quarters.
  • Ford Financial Group's Barings Global Short Duration High Yield Fund position peaked at $752K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2021.

Based on Ford Financial Group's 13F filing for Q1 2021, filed 4 May 2021.