MWAM
BGH

Mariner Wealth Advisors (Madison)’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$91K Buy
+4,000
New +$91.3K 0.04% 67

Other funds holding BGH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s BGH Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q3 2013: 4,000 shares worth $91K. The stake represents 0.04% of the portfolio and ranks #67 among its holdings.

23 funds tracked by Wall St. Rank hold BGH as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 4,000 shares of Barings Global Short Duration High Yield Fund worth $91K as of Q3 2013.
  • Barings Global Short Duration High Yield Fund was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
  • Barings Global Short Duration High Yield Fund made up 0.04% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #67 holding.
  • 23 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.