United Capital Financial Advisors’s BlackRock Corporate High Yield Fund HYT Stock Holding History

United Capital Financial Advisors’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
2015 Q2	–	Sell	-147,291	Closed	-$1.68M	–	1285
2015 Q1	$1.68M	Sell	147,291 -4,584	-3%	-$51.8K	0.02%	606
2014 Q4	$1.73M	Buy	151,875 +770	+0.5%	+$8.91K	0.03%	511
2014 Q3	$1.79M	Buy	151,105 +102,698	+212%	+$1.24M	0.03%	465
2014 Q2	$595K	Buy	48,407 +18,302	+61%	+$224K	0.01%	658
2014 Q1	$369K	Buy	+30,105	New	+$368K	0.01%	720

Other funds holding HYT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

OHA

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

RCM

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

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

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

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PPA

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

United Capital Financial Advisors's HYT Position: Q2 2015 in Review

United Capital Financial Advisors sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2015, closing a stake of 147,291 shares — an estimated $1.68M sold.

United Capital Financial Advisors first reported a position in HYT in Q1 2014 and held it in 5 quarters. The position peaked at $1.79M in Q3 2014. 103 funds tracked by Wall St. Rank hold HYT as of Q2 2015.

United Capital Financial Advisors reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 147,291 BlackRock Corporate High Yield Fund shares in Q2 2015, an estimated $1.68M.
United Capital Financial Advisors first reported a position in BlackRock Corporate High Yield Fund in Q1 2014 and held it in 5 quarters.
United Capital Financial Advisors's BlackRock Corporate High Yield Fund position peaked at $1.79M in Q3 2014.
103 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.