Gary Goldberg Planning Services’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Gary Goldberg Planning Services’s Portfolio HYT Stock Details HYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$24K	Hold	2,096	–	–	0.01%	285
2014 Q3	$25K	Hold	2,096	–	–	0.01%	297
2014 Q2	$26K	Hold	2,096	–	–	0.01%	279
2014 Q1	$26K	Buy	+2,096	New	+$25.6K	0.01%	259

Other funds holding HYT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's HYT Position: Q4 2014 in Review

Gary Goldberg Planning Services held its BlackRock Corporate High Yield Fund (HYT) position steady in Q4 2014 at 2,096 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #285.

Gary Goldberg Planning Services first reported a position in HYT in Q1 2014 and has held it in 4 quarters since. The position peaked at $26K in Q2 2014. 112 funds tracked by Wall St. Rank hold HYT as of Q4 2014.

Gary Goldberg Planning Services held 2,096 shares of BlackRock Corporate High Yield Fund worth $24K as of Q4 2014.
Gary Goldberg Planning Services left its BlackRock Corporate High Yield Fund share count unchanged in Q4 2014.
BlackRock Corporate High Yield Fund made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #285 holding.
Gary Goldberg Planning Services first reported a position in BlackRock Corporate High Yield Fund in Q1 2014 and has held it in 4 quarters since.
Gary Goldberg Planning Services's BlackRock Corporate High Yield Fund position peaked at $26K in Q2 2014.
112 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.