PWMAG
DHF

Pinnacle Wealth Management Advisory Group’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16,017
Closed -$53K – 144
2017
Q4 		$53K Buy
+16,017
New +$54.5K 0.03% 148

Other funds holding DHF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DHF Position: Q1 2018 in Review

Pinnacle Wealth Management Advisory Group sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q1 2018, closing a stake of 16,017 shares — an estimated $53K sold.

Pinnacle Wealth Management Advisory Group first reported a position in DHF in Q4 2017 and held it in 1 quarter. The position peaked at $53K in Q4 2017. 55 funds tracked by Wall St. Rank hold DHF as of Q1 2018.

  • Pinnacle Wealth Management Advisory Group reported no remaining BNY Mellon High Yield Strategies Fund position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 16,017 BNY Mellon High Yield Strategies Fund shares in Q1 2018, an estimated $53K.
  • Pinnacle Wealth Management Advisory Group first reported a position in BNY Mellon High Yield Strategies Fund in Q4 2017 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's BNY Mellon High Yield Strategies Fund position peaked at $53K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q1 2018.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2018, filed 15 May 2018.