Crewe Advisors’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Crewe 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
2018 Q3	–	Sell	-73	Closed	-$2K	–	239
2018 Q2	$2K	Buy	73 +2	+3%	+$53	﹤0.01%	241
2018 Q1	$2K	Buy	71 +2	+3%	+$55	﹤0.01%	257
2017 Q4	$2K	Buy	+69	New	+$1.95K	﹤0.01%	256

Other funds holding DHY

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

SWP

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Crewe Advisors's DHY Position: Q3 2018 in Review

Crewe Advisors sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q3 2018, closing a stake of 73 shares — an estimated $2K sold.

Crewe Advisors first reported a position in DHY in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 42 funds tracked by Wall St. Rank hold DHY as of Q3 2018.

Crewe Advisors reported no remaining UBS Asset Management High Yield Credit Fund position as of Q3 2018 after selling out during the quarter.
Crewe Advisors sold 73 UBS Asset Management High Yield Credit Fund shares in Q3 2018, an estimated $2K.
Crewe Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2017 and held it in 3 quarters.
Crewe Advisors's UBS Asset Management High Yield Credit Fund position peaked at $2K in Q2 2018.
42 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q3 2018.

Based on Crewe Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.