VFA
BGH

Valeo Financial Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-2,000
Closed -$25K – 1639
2020
Q2 		$25K Hold
2,000
– – ﹤0.01% 972
2020
Q1 		$23K Buy
+2,000
New +$32K ﹤0.01% 853

Other funds holding BGH

SIA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valeo Financial Advisors's BGH Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Barings Global Short Duration High Yield Fund (BGH) in Q3 2020, closing a stake of 2,000 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in BGH in Q1 2020 and held it in 2 quarters. The position peaked at $25K in Q2 2020. 38 funds tracked by Wall St. Rank hold BGH as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Barings Global Short Duration High Yield Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 Barings Global Short Duration High Yield Fund shares in Q3 2020, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Barings Global Short Duration High Yield Fund position peaked at $25K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.