GG
DHY

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

GenWealth Group’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
Q1 		– Sell
-1,200
Closed -$33K – 60
2017
Q4 		$33K Buy
+1,200
New +$34K 0.02% 59

Other funds holding DHY

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

GenWealth Group's DHY Position: Q1 2018 in Review

GenWealth Group sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2018, closing a stake of 1,200 shares — an estimated $33K sold.

GenWealth Group first reported a position in DHY in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 42 funds tracked by Wall St. Rank hold DHY as of Q1 2018.

  • GenWealth Group reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2018 after selling out during the quarter.
  • GenWealth Group sold 1,200 UBS Asset Management High Yield Credit Fund shares in Q1 2018, an estimated $33K.
  • GenWealth Group first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2017 and held it in 1 quarter.
  • GenWealth Group's UBS Asset Management High Yield Credit Fund position peaked at $33K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2018.

Based on GenWealth Group's 13F filing for Q1 2018, filed 12 Apr 2018.