Sheets Smith Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Sheets Smith Wealth Management’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
2016 Q2	–	Sell	-10,016	Closed	-$100K	–	262
2016 Q1	$100K	Buy	+10,016	New	+$96.9K	0.03%	236
2014 Q1	–	Sell	-11,105	Closed	-$135K	–	262
2013 Q4	$135K	Buy	+11,105	New	+$132K	0.04%	256

Other funds holding HYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

EVM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sheets Smith Wealth Management's HYT Position: Q2 2016 in Review

Sheets Smith Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2016, closing a stake of 10,016 shares — an estimated $100K sold.

Sheets Smith Wealth Management first reported a position in HYT in Q4 2013 and held it in 2 quarters. The position peaked at $135K in Q4 2013. 115 funds tracked by Wall St. Rank hold HYT as of Q2 2016.

Sheets Smith Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2016 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,016 BlackRock Corporate High Yield Fund shares in Q2 2016, an estimated $100K.
Sheets Smith Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2013 and held it in 2 quarters.
Sheets Smith Wealth Management's BlackRock Corporate High Yield Fund position peaked at $135K in Q4 2013.
115 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.