Orgel Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Orgel Wealth Management’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	-27,850	Closed	-$301K	–	23
2016 Q3	$301K	Hold	27,850	–	–	0.21%	12
2016 Q2	$291K	Hold	27,850	–	–	0.13%	14
2016 Q1	$278K	Hold	27,850	–	–	0.17%	14
2015 Q4	$272K	Buy	+27,850	New	+$280K	0.23%	16

Other funds holding HYT

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

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Orgel Wealth Management's HYT Position: Q4 2016 in Review

Orgel Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2016, closing a stake of 27,850 shares — an estimated $301K sold.

Orgel Wealth Management first reported a position in HYT in Q4 2015 and held it in 4 quarters. The position peaked at $301K in Q3 2016. 122 funds tracked by Wall St. Rank hold HYT as of Q4 2016.

Orgel Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2016 after selling out during the quarter.
Orgel Wealth Management sold 27,850 BlackRock Corporate High Yield Fund shares in Q4 2016, an estimated $301K.
Orgel Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2015 and held it in 4 quarters.
Orgel Wealth Management's BlackRock Corporate High Yield Fund position peaked at $301K in Q3 2016.
122 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2016.

Based on Orgel Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.