Kovitz Investment Group’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Kovitz Investment Group’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
2015 Q4	$1.49M	Buy	+90,555	New	+$1.55M	0.09%	64

Other funds holding BGH

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Kovitz Investment Group's BGH Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q4 2015: 90,555 shares worth $1.49M. The stake represents 0.09% of the portfolio and ranks #64 among its holdings.

44 funds tracked by Wall St. Rank hold BGH as of Q4 2015.

Kovitz Investment Group held 90,555 shares of Barings Global Short Duration High Yield Fund worth $1.49M as of Q4 2015.
Barings Global Short Duration High Yield Fund was a new Kovitz Investment Group position in Q4 2015.
Barings Global Short Duration High Yield Fund made up 0.09% of Kovitz Investment Group's portfolio in Q4 2015, its #64 holding.
44 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.