PIA
BGH

Peachtree Investment Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Peachtree Investment Advisors’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
2015
Q1 		– Sell
-8,350
Closed -$169K – 324
2014
Q4 		$169K Hold
8,350
– – 0.11% 150
2014
Q3 		$190K Hold
8,350
– – 0.13% 136
2014
Q2 		$204K Hold
8,350
– – 0.14% 127
2014
Q1 		$200K Buy
+8,350
New +$199K 0.14% 129

Other funds holding BGH

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Peachtree Investment Advisors's BGH Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of Barings Global Short Duration High Yield Fund (BGH) in Q1 2015, closing a stake of 8,350 shares — an estimated $169K sold.

Peachtree Investment Advisors first reported a position in BGH in Q1 2014 and held it in 4 quarters. The position peaked at $204K in Q2 2014. 36 funds tracked by Wall St. Rank hold BGH as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining Barings Global Short Duration High Yield Fund position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 8,350 Barings Global Short Duration High Yield Fund shares in Q1 2015, an estimated $169K.
  • Peachtree Investment Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q1 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Barings Global Short Duration High Yield Fund position peaked at $204K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.