IHT Wealth Management
BGH icon

IHT Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-481
Closed -$10K – 1692
2017
Q3 		$10K Buy
+481
New +$9.72K ﹤0.01% 957

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Bessemer Group
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First Trust Advisors
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UBS Group
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Sit Investment Associates
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IHT Wealth Management's BGH Position: Q4 2017 in Review

IHT Wealth Management sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2017, closing a stake of 481 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in BGH in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 39 funds tracked by Wall St. Rank hold BGH as of Q4 2017.

  • IHT Wealth Management reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 481 Barings Global Short Duration High Yield Fund shares in Q4 2017, an estimated $10K.
  • IHT Wealth Management first reported a position in Barings Global Short Duration High Yield Fund in Q3 2017 and held it in 1 quarter.
  • IHT Wealth Management's Barings Global Short Duration High Yield Fund position peaked at $10K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.