TWP
BGH

TFO Wealth Partners’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

TFO Wealth Partners’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-999
Closed -$16K – 114
2021
Q1 		$16K Buy
+999
New +$15.5K ﹤0.01% 117

Other funds holding BGH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TFO Wealth Partners's BGH Position: Q2 2021 in Review

TFO Wealth Partners sold out of Barings Global Short Duration High Yield Fund (BGH) in Q2 2021, closing a stake of 999 shares — an estimated $16K sold.

TFO Wealth Partners first reported a position in BGH in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 48 funds tracked by Wall St. Rank hold BGH as of Q2 2021.

  • TFO Wealth Partners reported no remaining Barings Global Short Duration High Yield Fund position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 999 Barings Global Short Duration High Yield Fund shares in Q2 2021, an estimated $16K.
  • TFO Wealth Partners first reported a position in Barings Global Short Duration High Yield Fund in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Barings Global Short Duration High Yield Fund position peaked at $16K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.