IFP Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

IFP Advisors’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
2019 Q1	$5K	Sell	300 -2,624	-90%	-$46K	﹤0.01%	1841
2018 Q4	$46K	Hold	2,924	–	–	﹤0.01%	1652
2018 Q3	$57K	Sell	2,924 -484	-14%	-$9.28K	﹤0.01%	1823
2018 Q2	$64K	Hold	3,408	–	–	﹤0.01%	1759
2018 Q1	$66K	Hold	3,408	–	–	﹤0.01%	1635
2017 Q4	$66K	Sell	3,408 -500	-13%	-$10K	﹤0.01%	1651
2017 Q3	$81K	Hold	3,908	–	–	﹤0.01%	1674
2017 Q2	$77K	Sell	3,908 -1,480	-27%	-$29.6K	﹤0.01%	1683
2017 Q1	$107K	Sell	5,388 -120	-2%	-$2.38K	﹤0.01%	1452
2016 Q4	$106K	Sell	5,508 -1,500	-21%	-$27.7K	0.01%	1412
2016 Q3	$131K	Sell	7,008 -260	-4%	-$4.81K	0.01%	1214
2016 Q2	$130K	Buy	7,268 +6,968	+2,323%	+$121K	0.01%	1191
2016 Q1	$5K	Sell	300 -880	-75%	-$13.9K	﹤0.01%	1841
2015 Q4	$19K	Buy	+1,180	New	+$20.2K	﹤0.01%	2185

Other funds holding BGH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IFP Advisors's BGH Position: Q1 2019 in Review

IFP Advisors reduced its Barings Global Short Duration High Yield Fund (BGH) stake by 90% in Q1 2019, selling an estimated $46K and leaving 300 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

IFP Advisors first reported a position in BGH in Q4 2015 and has held it in 14 quarters since. The position peaked at $131K in Q3 2016. 34 funds tracked by Wall St. Rank hold BGH as of Q1 2019.

IFP Advisors held 300 shares of Barings Global Short Duration High Yield Fund worth $5K as of Q1 2019.
IFP Advisors sold 2,624 Barings Global Short Duration High Yield Fund shares in Q1 2019, an estimated $46K.
Barings Global Short Duration High Yield Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1841 holding.
IFP Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Barings Global Short Duration High Yield Fund position peaked at $131K in Q3 2016.
34 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.