Burney Company’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Burney Company’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
2018 Q1	–	Sell	-23,715	Closed	-$67K	–	421
2017 Q4	$67K	Buy	23,715 +8,000	+51%	+$22.6K	﹤0.01%	432
2017 Q3	$45K	Buy	15,715 +2,000	+15%	+$5.7K	﹤0.01%	397
2017 Q2	$39K	Hold	13,715	–	–	﹤0.01%	393
2017 Q1	$37K	Sell	13,715 -1,176	-8%	-$3.18K	﹤0.01%	385
2016 Q4	$40K	Buy	14,891 +2,570	+21%	+$6.38K	﹤0.01%	380
2016 Q3	$32K	Hold	12,321	–	–	﹤0.01%	375
2016 Q2	$30K	Buy	+12,321	New	+$28.9K	﹤0.01%	374

Other funds holding DHY

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Burney Company's DHY Position: Q1 2018 in Review

Burney Company sold out of Credit Suisse High Yield Credit Fund (DHY) in Q1 2018, closing a stake of 23,715 shares — an estimated $67K sold.

Burney Company first reported a position in DHY in Q2 2016 and held it in 7 quarters. The position peaked at $67K in Q4 2017. 42 funds tracked by Wall St. Rank hold DHY as of Q1 2018.

Burney Company reported no remaining Credit Suisse High Yield Credit Fund position as of Q1 2018 after selling out during the quarter.
Burney Company sold 23,715 Credit Suisse High Yield Credit Fund shares in Q1 2018, an estimated $67K.
Burney Company first reported a position in Credit Suisse High Yield Credit Fund in Q2 2016 and held it in 7 quarters.
Burney Company's Credit Suisse High Yield Credit Fund position peaked at $67K in Q4 2017.
42 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2018.

Based on Burney Company's 13F filing for Q1 2018, filed 8 May 2018.