Planning Solutions Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Planning Solutions 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
2019 Q2	–	Sell	-10,679	Closed	-$110K	–	141
2019 Q1	$110K	Buy	10,679 +151	+1%	+$1.51K	0.06%	133
2018 Q4	$98K	Buy	+10,528	New	+$104K	0.06%	119

Other funds holding HYT

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OHA

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

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Planning Solutions Group's HYT Position: Q2 2019 in Review

Planning Solutions Group sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2019, closing a stake of 10,679 shares — an estimated $110K sold.

Planning Solutions Group first reported a position in HYT in Q4 2018 and held it in 2 quarters. The position peaked at $110K in Q1 2019. 146 funds tracked by Wall St. Rank hold HYT as of Q2 2019.

Planning Solutions Group reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2019 after selling out during the quarter.
Planning Solutions Group sold 10,679 BlackRock Corporate High Yield Fund shares in Q2 2019, an estimated $110K.
Planning Solutions Group first reported a position in BlackRock Corporate High Yield Fund in Q4 2018 and held it in 2 quarters.
Planning Solutions Group's BlackRock Corporate High Yield Fund position peaked at $110K in Q1 2019.
146 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.