FWM
BGH

FSA Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

FSA Wealth Management’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
2020
Q3 		– Sell
-500
Closed -$6K – 92
2020
Q2 		$6K Buy
+500
New +$5.8K ﹤0.01% 305

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GC
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FSA Wealth Management's BGH Position: Q3 2020 in Review

FSA Wealth Management sold out of Barings Global Short Duration High Yield Fund (BGH) in Q3 2020, closing a stake of 500 shares — an estimated $6K sold.

FSA Wealth Management first reported a position in BGH in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 38 funds tracked by Wall St. Rank hold BGH as of Q3 2020.

  • FSA Wealth Management reported no remaining Barings Global Short Duration High Yield Fund position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 500 Barings Global Short Duration High Yield Fund shares in Q3 2020, an estimated $6K.
  • FSA Wealth Management first reported a position in Barings Global Short Duration High Yield Fund in Q2 2020 and held it in 1 quarter.
  • FSA Wealth Management's Barings Global Short Duration High Yield Fund position peaked at $6K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.