Wealthspire Advisors (Maryland)’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-7,500	Closed	-$77K	–	1155
2019 Q1	$77K	Hold	7,500	–	–	0.01%	731
2018 Q4	$70K	Hold	7,500	–	–	0.01%	727
2018 Q3	$79K	Hold	7,500	–	–	0.01%	788
2018 Q2	$78K	Hold	7,500	–	–	0.01%	805
2018 Q1	$79K	Hold	7,500	–	–	0.01%	801
2017 Q4	$82K	Hold	7,500	–	–	0.01%	792
2017 Q3	$85K	Hold	7,500	–	–	0.01%	775
2017 Q2	$82K	Buy	+7,500	New	+$83.2K	0.01%	765

Other funds holding HYT

EVM

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

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

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

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

OHA

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

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 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

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

PPA

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

Wealthspire Advisors (Maryland)'s HYT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2019, closing a stake of 7,500 shares — an estimated $77K sold.

Wealthspire Advisors (Maryland) first reported a position in HYT in Q2 2017 and held it in 8 quarters. The position peaked at $85K in Q3 2017. 146 funds tracked by Wall St. Rank hold HYT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,500 BlackRock Corporate High Yield Fund shares in Q2 2019, an estimated $77K.
Wealthspire Advisors (Maryland) first reported a position in BlackRock Corporate High Yield Fund in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s BlackRock Corporate High Yield Fund position peaked at $85K in Q3 2017.
146 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.