Jackson Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Jackson Wealth Management’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
2015 Q4	–	Sell	-4,036	Closed	-$40K	–	85
2015 Q3	$40K	Sell	4,036 -6,568	-62%	-$67.7K	0.01%	118
2015 Q2	$113K	Sell	10,604 -3,457	-25%	-$38.8K	0.04%	105
2015 Q1	$157K	Sell	14,061 -16,649	-54%	-$188K	0.05%	113
2014 Q4	$350K	Buy	+30,710	New	+$355K	0.11%	94

Other funds holding HYT

OHA

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

EVM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Jackson Wealth Management's HYT Position: Q4 2015 in Review

Jackson Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2015, closing a stake of 4,036 shares — an estimated $40K sold.

Jackson Wealth Management first reported a position in HYT in Q4 2014 and held it in 4 quarters. The position peaked at $350K in Q4 2014. 119 funds tracked by Wall St. Rank hold HYT as of Q4 2015.

Jackson Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2015 after selling out during the quarter.
Jackson Wealth Management sold 4,036 BlackRock Corporate High Yield Fund shares in Q4 2015, an estimated $40K.
Jackson Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2014 and held it in 4 quarters.
Jackson Wealth Management's BlackRock Corporate High Yield Fund position peaked at $350K in Q4 2014.
119 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.