Holistic Financial Partners’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-4,635	Closed	-$49K	–	183
2018 Q1	$49K	Hold	4,635	–	–	0.04%	202
2017 Q4	$51K	Buy	+4,635	New	+$51.5K	0.04%	199

Other funds holding HYT

OHA

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

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

RCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EVM

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

SCM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Holistic Financial Partners's HYT Position: Q2 2018 in Review

Holistic Financial Partners sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2018, closing a stake of 4,635 shares — an estimated $49K sold.

Holistic Financial Partners first reported a position in HYT in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 140 funds tracked by Wall St. Rank hold HYT as of Q2 2018.

Holistic Financial Partners reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 4,635 BlackRock Corporate High Yield Fund shares in Q2 2018, an estimated $49K.
Holistic Financial Partners first reported a position in BlackRock Corporate High Yield Fund in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's BlackRock Corporate High Yield Fund position peaked at $51K in Q4 2017.
140 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.