EWA
DHY

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

EP 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
2022
Q1 		– Sell
-18,000
Closed -$44K – 641
2021
Q4 		$44K Hold
18,000
– – ﹤0.01% 541
2021
Q3 		$44K Hold
18,000
– – ﹤0.01% 526
2021
Q2 		$45K Hold
18,000
– – ﹤0.01% 533
2021
Q1 		$43K Buy
+18,000
New +$42.2K ﹤0.01% 490

Other funds holding DHY

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

EP Wealth Advisors's DHY Position: Q1 2022 in Review

EP Wealth Advisors sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2022, closing a stake of 18,000 shares — an estimated $44K sold.

EP Wealth Advisors first reported a position in DHY in Q1 2021 and held it in 4 quarters. The position peaked at $45K in Q2 2021. 60 funds tracked by Wall St. Rank hold DHY as of Q1 2022.

  • EP Wealth Advisors reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 18,000 UBS Asset Management High Yield Credit Fund shares in Q1 2022, an estimated $44K.
  • EP Wealth Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2021 and held it in 4 quarters.
  • EP Wealth Advisors's UBS Asset Management High Yield Credit Fund position peaked at $45K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2022.

Based on EP Wealth Advisors's 13F filing for Q1 2022, filed 20 May 2022.