SEIA
DHF

Signature Estate & Investment Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Signature Estate & Investment Advisors’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
2016
Q4 		– Sell
-43,330
Closed -$148K – 161
2016
Q3 		$148K Buy
+43,330
New +$149K 0.02% 135

Other funds holding DHF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signature Estate & Investment Advisors's DHF Position: Q4 2016 in Review

Signature Estate & Investment Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q4 2016, closing a stake of 43,330 shares — an estimated $148K sold.

Signature Estate & Investment Advisors first reported a position in DHF in Q3 2016 and held it in 1 quarter. The position peaked at $148K in Q3 2016. 50 funds tracked by Wall St. Rank hold DHF as of Q4 2016.

  • Signature Estate & Investment Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q4 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 43,330 BNY Mellon High Yield Strategies Fund shares in Q4 2016, an estimated $148K.
  • Signature Estate & Investment Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q3 2016 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's BNY Mellon High Yield Strategies Fund position peaked at $148K in Q3 2016.
  • 50 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q4 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.