Stanford Investment Group’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Stanford Investment Group’s Portfolio BHL Stock Details BHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-8,680	Closed	-$117K	–	425
2016 Q3	$117K	Hold	8,680	–	–	0.06%	88
2016 Q2	$114K	Hold	8,680	–	–	0.06%	85
2016 Q1	$114K	Hold	8,680	–	–	0.06%	85
2015 Q4	$113K	Hold	8,680	–	–	0.06%	84
2015 Q3	$112K	Hold	8,680	–	–	0.08%	76
2015 Q2	$116K	Hold	8,680	–	–	0.09%	78
2015 Q1	$115K	Hold	8,680	–	–	0.09%	81
2014 Q4	$111K	Buy	+8,680	New	+$115K	0.09%	86

Other funds holding BHL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stanford Investment Group's BHL Position: Q4 2016 in Review

Stanford Investment Group sold out of Blackrock Defined Opp Crt Tr (BHL) in Q4 2016, closing a stake of 8,680 shares — an estimated $117K sold.

Stanford Investment Group first reported a position in BHL in Q4 2014 and held it in 8 quarters. The position peaked at $117K in Q3 2016. 20 funds tracked by Wall St. Rank hold BHL as of Q4 2016.

Stanford Investment Group reported no remaining Blackrock Defined Opp Crt Tr position as of Q4 2016 after selling out during the quarter.
Stanford Investment Group sold 8,680 Blackrock Defined Opp Crt Tr shares in Q4 2016, an estimated $117K.
Stanford Investment Group first reported a position in Blackrock Defined Opp Crt Tr in Q4 2014 and held it in 8 quarters.
Stanford Investment Group's Blackrock Defined Opp Crt Tr position peaked at $117K in Q3 2016.
20 funds tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.