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OWM
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
Shares
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
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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