Bruderman Asset Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Bruderman Asset Management’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	-26,960	Closed	-$69K	–	100
2019 Q3	$69K	Hold	26,960	–	–	0.02%	116
2019 Q2	$67K	Hold	26,960	–	–	0.02%	115
2019 Q1	$67K	Hold	26,960	–	–	0.01%	235
2018 Q4	$59K	Hold	26,960	–	–	0.02%	225
2018 Q3	$71K	Hold	26,960	–	–	0.02%	169
2018 Q2	$71K	Hold	26,960	–	–	0.02%	181
2018 Q1	$72K	Hold	26,960	–	–	0.02%	180
2017 Q4	$77K	Buy	26,960 +10,000	+59%	+$28.3K	0.02%	122
2017 Q3	$49K	Hold	16,960	–	–	0.01%	121
2017 Q2	$48K	Hold	16,960	–	–	0.01%	208
2017 Q1	$45K	Buy	+16,960	New	+$45.9K	0.01%	114

Other funds holding DHY

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 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

Bruderman Asset Management's DHY Position: Q4 2019 in Review

Bruderman Asset Management sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2019, closing a stake of 26,960 shares — an estimated $69K sold.

Bruderman Asset Management first reported a position in DHY in Q1 2017 and held it in 11 quarters. The position peaked at $77K in Q4 2017. 51 funds tracked by Wall St. Rank hold DHY as of Q4 2019.

Bruderman Asset Management reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2019 after selling out during the quarter.
Bruderman Asset Management sold 26,960 Credit Suisse High Yield Credit Fund shares in Q4 2019, an estimated $69K.
Bruderman Asset Management first reported a position in Credit Suisse High Yield Credit Fund in Q1 2017 and held it in 11 quarters.
Bruderman Asset Management's Credit Suisse High Yield Credit Fund position peaked at $77K in Q4 2017.
51 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.