WP
BGH

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

WealthSource 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
2019
Q4 		– Sell
-15,700
Closed -$273K – 417
2019
Q3 		$273K Sell
15,700
-150
-0.9% -$2.67K 0.04% 341
2019
Q2 		$280K Buy
+15,850
New +$289K 0.04% 344

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners's BGH Position: Q4 2019 in Review

WealthSource Partners sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2019, closing a stake of 15,700 shares — an estimated $273K sold.

WealthSource Partners first reported a position in BGH in Q2 2019 and held it in 2 quarters. The position peaked at $280K in Q2 2019. 42 funds tracked by Wall St. Rank hold BGH as of Q4 2019.

  • WealthSource Partners reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 15,700 Barings Global Short Duration High Yield Fund shares in Q4 2019, an estimated $273K.
  • WealthSource Partners first reported a position in Barings Global Short Duration High Yield Fund in Q2 2019 and held it in 2 quarters.
  • WealthSource Partners's Barings Global Short Duration High Yield Fund position peaked at $280K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.