CWM
DHY

Concert Wealth Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-26,000
Closed -$68K – 549
2016
Q3 		$68K Buy
+26,000
New +$66.6K 0.01% 784

Other funds holding DHY

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Concert Wealth Management's DHY Position: Q4 2016 in Review

Concert Wealth Management sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2016, closing a stake of 26,000 shares — an estimated $68K sold.

Concert Wealth Management first reported a position in DHY in Q3 2016 and held it in 1 quarter. The position peaked at $68K in Q3 2016. 41 funds tracked by Wall St. Rank hold DHY as of Q4 2016.

  • Concert Wealth Management reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 26,000 Credit Suisse High Yield Credit Fund shares in Q4 2016, an estimated $68K.
  • Concert Wealth Management first reported a position in Credit Suisse High Yield Credit Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Credit Suisse High Yield Credit Fund position peaked at $68K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.