GWMIA
DHF

Global Wealth Management Investment Advisory’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$2K – 710
2019
Q1 		$2K Buy
+500
New +$1.49K ﹤0.01% 535

Other funds holding DHF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's DHF Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q2 2019, closing a stake of 500 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in DHF in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 46 funds tracked by Wall St. Rank hold DHF as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining BNY Mellon High Yield Strategies Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 500 BNY Mellon High Yield Strategies Fund shares in Q2 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's BNY Mellon High Yield Strategies Fund position peaked at $2K in Q1 2019.
  • 46 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.