Financial Architects (New Jersey)’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-300	Closed	-$8K	–	1364
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	1155
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	1038
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	1142
2017 Q4	$9K	Hold	300	–	–	﹤0.01%	1170
2017 Q3	$9K	Hold	300	–	–	﹤0.01%	1146
2017 Q2	$8K	Hold	300	–	–	﹤0.01%	1184
2017 Q1	$8K	Hold	300	–	–	﹤0.01%	1176
2016 Q4	$8K	Hold	300	–	–	﹤0.01%	1052
2016 Q3	$8K	Hold	300	–	–	﹤0.01%	1045
2016 Q2	$7K	Hold	300	–	–	﹤0.01%	1040
2016 Q1	$7K	Buy	+300	New	+$6.38K	﹤0.01%	821
2015 Q3	–	Sell	-300	Closed	-$8K	–	384
2015 Q2	$8K	Hold	300	–	–	﹤0.01%	837
2015 Q1	$8K	Hold	300	–	–	﹤0.01%	766
2014 Q4	$8K	Hold	300	–	–	﹤0.01%	709
2014 Q3	$9K	Hold	300	–	–	﹤0.01%	624
2014 Q2	$10K	Buy	+300	New	+$9.71K	﹤0.01%	635

Other funds holding DHY

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

SWP

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

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

AAM

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

Financial Architects (New Jersey)'s DHY Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 300 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in DHY in Q2 2014 and held it in 16 quarters. The position peaked at $10K in Q2 2014. 49 funds tracked by Wall St. Rank hold DHY as of Q4 2018.

Financial Architects (New Jersey) reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 300 UBS Asset Management High Yield Credit Fund shares in Q4 2018, an estimated $8K.
Financial Architects (New Jersey) first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2014 and held it in 16 quarters.
Financial Architects (New Jersey)'s UBS Asset Management High Yield Credit Fund position peaked at $10K in Q2 2014.
49 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.