GWM
DHY

Gupta Wealth Management’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-316
Closed -$7K – 1268
2015
Q3 		$7K Sell
316
-322
-50% -$7.81K ﹤0.01% 981
2015
Q2 		$16K Sell
638
-164
-20% -$4.55K ﹤0.01% 782
2015
Q1 		$22K Buy
+802
New +$22.2K 0.01% 570

Other funds holding DHY

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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's DHY Position: Q4 2015 in Review

Gupta Wealth Management sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2015, closing a stake of 316 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in DHY in Q1 2015 and held it in 3 quarters. The position peaked at $22K in Q1 2015. 51 funds tracked by Wall St. Rank hold DHY as of Q4 2015.

  • Gupta Wealth Management reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 316 UBS Asset Management High Yield Credit Fund shares in Q4 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's UBS Asset Management High Yield Credit Fund position peaked at $22K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.