Financial Architects (New Jersey)’s Credit Suisse 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	-3,000	Closed	-$8K	–	1364
2018 Q3	$8K	Hold	3,000	–	–	﹤0.01%	1155
2018 Q2	$8K	Hold	3,000	–	–	﹤0.01%	1038
2018 Q1	$8K	Hold	3,000	–	–	﹤0.01%	1142
2017 Q4	$9K	Hold	3,000	–	–	﹤0.01%	1170
2017 Q3	$9K	Hold	3,000	–	–	﹤0.01%	1146
2017 Q2	$8K	Hold	3,000	–	–	﹤0.01%	1184
2017 Q1	$8K	Hold	3,000	–	–	﹤0.01%	1176
2016 Q4	$8K	Hold	3,000	–	–	﹤0.01%	1052
2016 Q3	$8K	Hold	3,000	–	–	﹤0.01%	1045
2016 Q2	$7K	Hold	3,000	–	–	﹤0.01%	1040
2016 Q1	$7K	Buy	+3,000	New	+$6.38K	﹤0.01%	821
2015 Q3	–	Sell	-3,000	Closed	-$8K	–	384
2015 Q2	$8K	Hold	3,000	–	–	﹤0.01%	837
2015 Q1	$8K	Hold	3,000	–	–	﹤0.01%	766
2014 Q4	$8K	Hold	3,000	–	–	﹤0.01%	709
2014 Q3	$9K	Hold	3,000	–	–	﹤0.01%	624
2014 Q2	$10K	Buy	+3,000	New	+$9.71K	﹤0.01%	635

Other funds holding DHY

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SWP

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

AAM

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

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

Financial Architects (New Jersey) sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 3,000 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 Credit Suisse High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,000 Credit Suisse High Yield Credit Fund shares in Q4 2018, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Credit Suisse High Yield Credit Fund in Q2 2014 and held it in 16 quarters.
Financial Architects (New Jersey)'s Credit Suisse High Yield Credit Fund position peaked at $10K in Q2 2014.
49 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2018.

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