HGERS
BGH

Householder Group Estate & Retirement Specialist’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-1,251
Closed -$15.9K – 1135
2023
Q3 		$15.9K Buy
+1,251
New +$16.6K 0.01% 682
2023
Q1 		$16K Buy
+1,251
New +$16.6K 0.01% 678
2022
Q4 		– Sell
-1,251
Closed -$15K – 397
2022
Q3 		$15K Buy
+1,251
New +$16.8K 0.01% 636

Other funds holding BGH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BGH Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2023, closing a stake of 1,251 shares — an estimated $15.9K sold.

Householder Group Estate & Retirement Specialist first reported a position in BGH in Q3 2022 and held it in 3 quarters. The position peaked at $16K in Q1 2023. 55 funds tracked by Wall St. Rank hold BGH as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,251 Barings Global Short Duration High Yield Fund shares in Q4 2023, an estimated $15.9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Barings Global Short Duration High Yield Fund in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Barings Global Short Duration High Yield Fund position peaked at $16K in Q1 2023.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.