GI
BGH

Gradient Investments’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Gradient Investments’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
2017
Q2 		– Sell
-1,000
Closed -$20K – 795
2017
Q1 		$20K Buy
+1,000
New +$19.9K ﹤0.01% 396

Other funds holding BGH

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gradient Investments's BGH Position: Q2 2017 in Review

Gradient Investments sold out of Barings Global Short Duration High Yield Fund (BGH) in Q2 2017, closing a stake of 1,000 shares — an estimated $20K sold.

Gradient Investments first reported a position in BGH in Q1 2017 and held it in 1 quarter. The position peaked at $20K in Q1 2017. 33 funds tracked by Wall St. Rank hold BGH as of Q2 2017.

  • Gradient Investments reported no remaining Barings Global Short Duration High Yield Fund position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 1,000 Barings Global Short Duration High Yield Fund shares in Q2 2017, an estimated $20K.
  • Gradient Investments first reported a position in Barings Global Short Duration High Yield Fund in Q1 2017 and held it in 1 quarter.
  • Gradient Investments's Barings Global Short Duration High Yield Fund position peaked at $20K in Q1 2017.
  • 33 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.