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Polaris Wealth Advisory Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Polaris Wealth Advisory 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
2014
Q2 		– Sell
-235
Closed -$3K – 104
2014
Q1 		$3K Buy
+235
New +$2.88K ﹤0.01% 151

Other funds holding HYT

SCM
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Polaris Wealth Advisory Group's HYT Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2014, closing a stake of 235 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in HYT in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 110 funds tracked by Wall St. Rank hold HYT as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 235 BlackRock Corporate High Yield Fund shares in Q2 2014, an estimated $3K.
  • Polaris Wealth Advisory Group first reported a position in BlackRock Corporate High Yield Fund in Q1 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's BlackRock Corporate High Yield Fund position peaked at $3K in Q1 2014.
  • 110 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.