FAG
BGH

Fortitude Advisory Group’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-1,630
Closed -$25K – 321
2022
Q1 		$25K Hold
1,630
– – 0.01% 751
2021
Q4 		$28K Buy
+1,630
New +$27.7K 0.01% 728

Other funds holding BGH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fortitude Advisory Group's BGH Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Barings Global Short Duration High Yield Fund (BGH) in Q2 2022, closing a stake of 1,630 shares — an estimated $25K sold.

Fortitude Advisory Group first reported a position in BGH in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 60 funds tracked by Wall St. Rank hold BGH as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Barings Global Short Duration High Yield Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,630 Barings Global Short Duration High Yield Fund shares in Q2 2022, an estimated $25K.
  • Fortitude Advisory Group first reported a position in Barings Global Short Duration High Yield Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Barings Global Short Duration High Yield Fund position peaked at $28K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.