OTA Financial Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History

OTA Financial Group’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
2022 Q4	–	Sell	-26,494	Closed	-$226K	–	90
2022 Q3	$226K	Buy	+26,494	New	+$254K	0.19%	92
2021 Q1	–	Sell	-17,874	Closed	-$204K	–	67
2020 Q4	$204K	Sell	17,874 -16,276	-48%	-$182K	0.13%	58
2020 Q3	$364K	Buy	+34,150	New	+$368K	0.34%	37
2016 Q2	–	Sell	-49,719	Closed	-$495K	–	81
2016 Q1	$495K	Buy	+49,719	New	+$481K	0.86%	32

Other funds holding HYT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OTA Financial Group's HYT Position: Q4 2022 in Review

OTA Financial Group sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2022, closing a stake of 26,494 shares — an estimated $226K sold.

OTA Financial Group first reported a position in HYT in Q1 2016 and held it in 4 quarters. The position peaked at $495K in Q1 2016. 168 funds tracked by Wall St. Rank hold HYT as of Q4 2022.

OTA Financial Group reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2022 after selling out during the quarter.
OTA Financial Group sold 26,494 BlackRock Corporate High Yield Fund shares in Q4 2022, an estimated $226K.
OTA Financial Group first reported a position in BlackRock Corporate High Yield Fund in Q1 2016 and held it in 4 quarters.
OTA Financial Group's BlackRock Corporate High Yield Fund position peaked at $495K in Q1 2016.
168 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2022.

Based on OTA Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.