MSWM
DHF

McGlone Suttner Wealth Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

McGlone Suttner Wealth Management’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,434
Closed -$17K – 319
2023
Q4 		$17K Buy
+7,434
New +$16.3K ﹤0.01% 463

Other funds holding DHF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

McGlone Suttner Wealth Management's DHF Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q1 2024, closing a stake of 7,434 shares — an estimated $17K sold.

McGlone Suttner Wealth Management first reported a position in DHF in Q4 2023 and held it in 1 quarter. The position peaked at $17K in Q4 2023. 68 funds tracked by Wall St. Rank hold DHF as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining BNY Mellon High Yield Strategies Fund position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 7,434 BNY Mellon High Yield Strategies Fund shares in Q1 2024, an estimated $17K.
  • McGlone Suttner Wealth Management first reported a position in BNY Mellon High Yield Strategies Fund in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's BNY Mellon High Yield Strategies Fund position peaked at $17K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.