FGA
DHY

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

Fortis Group 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
2020
Q3 		$36K Buy
+1,742
New +$36.5K 0.01% 218

Other funds holding DHY

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 22.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Fortis Group Advisors's DHY Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in UBS Asset Management High Yield Credit Fund (DHY) in Q3 2020: 1,742 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

55 funds tracked by Wall St. Rank hold DHY as of Q3 2020.

  • Fortis Group Advisors held 1,742 shares of UBS Asset Management High Yield Credit Fund worth $36K as of Q3 2020.
  • UBS Asset Management High Yield Credit Fund was a new Fortis Group Advisors position in Q3 2020.
  • UBS Asset Management High Yield Credit Fund made up 0.01% of Fortis Group Advisors's portfolio in Q3 2020, its #218 holding.
  • 55 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.