MCC
BGH

Money Concepts Capital’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,620
Closed -$45.9K – 705
2022
Q4 		$45.9K Buy
+3,620
New +$46.2K ﹤0.01% 1282
2022
Q2 		– Sell
-3,620
Closed -$56K – 1549
2022
Q1 		$56K Buy
+3,620
New +$58K ﹤0.01% 1185

Other funds holding BGH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Money Concepts Capital's BGH Position: Q1 2023 in Review

Money Concepts Capital sold out of Barings Global Short Duration High Yield Fund (BGH) in Q1 2023, closing a stake of 3,620 shares — an estimated $45.9K sold.

Money Concepts Capital first reported a position in BGH in Q1 2022 and held it in 2 quarters. The position peaked at $56K in Q1 2022. 56 funds tracked by Wall St. Rank hold BGH as of Q1 2023.

  • Money Concepts Capital reported no remaining Barings Global Short Duration High Yield Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,620 Barings Global Short Duration High Yield Fund shares in Q1 2023, an estimated $45.9K.
  • Money Concepts Capital first reported a position in Barings Global Short Duration High Yield Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Barings Global Short Duration High Yield Fund position peaked at $56K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.