BPWA
DHY

Beacon Pointe Wealth Advisors’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Beacon Pointe Wealth Advisors’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
-80,000
Closed -$204K – 274
2019
Q3 		$204K Buy
+80,000
New +$202K 0.04% 246

Other funds holding DHY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Beacon Pointe Wealth Advisors's DHY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2019, closing a stake of 80,000 shares — an estimated $204K sold.

Beacon Pointe Wealth Advisors first reported a position in DHY in Q3 2019 and held it in 1 quarter. The position peaked at $204K in Q3 2019. 51 funds tracked by Wall St. Rank hold DHY as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 80,000 Credit Suisse High Yield Credit Fund shares in Q4 2019, an estimated $204K.
  • Beacon Pointe Wealth Advisors first reported a position in Credit Suisse High Yield Credit Fund in Q3 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Credit Suisse High Yield Credit Fund position peaked at $204K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.