Klingman & Associates’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-1,911	Closed	-$21K	–	192
2016 Q3	$21K	Hold	1,911	–	–	0.01%	260
2016 Q2	$20K	Hold	1,911	–	–	0.01%	259
2016 Q1	$19K	Hold	1,911	–	–	0.01%	262
2015 Q4	$19K	Buy	+1,911	New	+$19.2K	0.01%	271
2015 Q3	–	Sell	-1,911	Closed	-$19.7K	–	269
2015 Q2	$21K	Hold	1,911	–	–	0.01%	252
2015 Q1	$21K	Hold	1,911	–	–	0.01%	235
2014 Q4	$21K	Buy	+1,911	New	+$22.1K	0.01%	232

Other funds holding HYT

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 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

RCM

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

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Klingman & Associates's HYT Position: Q4 2016 in Review

Klingman & Associates sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2016, closing a stake of 1,911 shares — an estimated $21K sold.

Klingman & Associates first reported a position in HYT in Q4 2014 and held it in 7 quarters. The position peaked at $21K in Q3 2016. 122 funds tracked by Wall St. Rank hold HYT as of Q4 2016.

Klingman & Associates reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,911 BlackRock Corporate High Yield Fund shares in Q4 2016, an estimated $21K.
Klingman & Associates first reported a position in BlackRock Corporate High Yield Fund in Q4 2014 and held it in 7 quarters.
Klingman & Associates's BlackRock Corporate High Yield Fund position peaked at $21K in Q3 2016.
122 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.