GS
DHY

Girard Securities’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Girard Securities’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
2016
Q4 		– Sell
-15,017
Closed -$39K – 172
2016
Q3 		$39K Hold
15,017
– – 0.04% 155
2016
Q2 		$36K Buy
15,017
+794
+6% +$1.86K 0.03% 163
2016
Q1 		$32K Buy
14,223
+4,223
+42% +$8.98K 0.03% 158
2015
Q4 		$23K Buy
+10,000
New +$23.2K 0.02% 154

Other funds holding DHY

LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Girard Securities's DHY Position: Q4 2016 in Review

Girard Securities sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2016, closing a stake of 15,017 shares — an estimated $39K sold.

Girard Securities first reported a position in DHY in Q4 2015 and held it in 4 quarters. The position peaked at $39K in Q3 2016. 41 funds tracked by Wall St. Rank hold DHY as of Q4 2016.

  • Girard Securities reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2016 after selling out during the quarter.
  • Girard Securities sold 15,017 UBS Asset Management High Yield Credit Fund shares in Q4 2016, an estimated $39K.
  • Girard Securities first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2015 and held it in 4 quarters.
  • Girard Securities's UBS Asset Management High Yield Credit Fund position peaked at $39K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2016.

Based on Girard Securities's 13F filing for Q4 2016, filed 14 Feb 2017.