Advisor Group’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Advisor Group’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-30	Closed	-$1K	–	5333
2019 Q3	$1K	Sell	30 -150	-83%	-$3.79K	﹤0.01%	5096
2019 Q2	$4K	Hold	180	–	–	﹤0.01%	4746
2019 Q1	$4K	Buy	+180	New	+$4.24K	﹤0.01%	4754
2017 Q3	–	Sell	-588	Closed	-$17K	–	4861
2017 Q2	$17K	Hold	588	–	–	﹤0.01%	3589
2017 Q1	$16K	Hold	588	–	–	﹤0.01%	3488
2016 Q4	$16K	Hold	588	–	–	﹤0.01%	3354
2016 Q3	$15K	Hold	588	–	–	﹤0.01%	3325
2016 Q2	$14K	Buy	+588	New	+$13.8K	﹤0.01%	3287

Other funds holding DHY

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Advisor Group's DHY Position: Q4 2019 in Review

Advisor Group sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2019, closing a stake of 30 shares — an estimated $1K sold.

Advisor Group first reported a position in DHY in Q2 2016 and held it in 8 quarters. The position peaked at $17K in Q2 2017. 50 funds tracked by Wall St. Rank hold DHY as of Q4 2019.

Advisor Group reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 30 UBS Asset Management High Yield Credit Fund shares in Q4 2019, an estimated $1K.
Advisor Group first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2016 and held it in 8 quarters.
Advisor Group's UBS Asset Management High Yield Credit Fund position peaked at $17K in Q2 2017.
50 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2019.

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