Transform Wealth’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Transform Wealth’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
2019 Q1	–	Sell	-19,494	Closed	-$181K	–	176
2018 Q4	$181K	Hold	19,494	–	–	0.04%	173
2018 Q3	$205K	Hold	19,494	–	–	0.04%	183
2018 Q2	$204K	Hold	19,494	–	–	0.04%	205
2018 Q1	$206K	Buy	+19,494	New	+$209K	0.04%	223

Other funds holding HYT

EVM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Transform Wealth's HYT Position: Q1 2019 in Review

Transform Wealth sold out of BlackRock Corporate High Yield Fund (HYT) in Q1 2019, closing a stake of 19,494 shares — an estimated $181K sold.

Transform Wealth first reported a position in HYT in Q1 2018 and held it in 4 quarters. The position peaked at $206K in Q1 2018. 150 funds tracked by Wall St. Rank hold HYT as of Q1 2019.

Transform Wealth reported no remaining BlackRock Corporate High Yield Fund position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 19,494 BlackRock Corporate High Yield Fund shares in Q1 2019, an estimated $181K.
Transform Wealth first reported a position in BlackRock Corporate High Yield Fund in Q1 2018 and held it in 4 quarters.
Transform Wealth's BlackRock Corporate High Yield Fund position peaked at $206K in Q1 2018.
150 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.