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

HighTower 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
2021 Q3	–	Sell	-11,095	Closed	-$28K	–	3240
2021 Q2	$28K	Buy	11,095 +136	+1%	+$336	﹤0.01%	2939
2021 Q1	$26K	Buy	10,959 +222	+2%	+$520	﹤0.01%	2883
2020 Q4	$24K	Buy	10,737 +232	+2%	+$516	﹤0.01%	2466
2020 Q3	$22K	Buy	10,505 +245	+2%	+$513	﹤0.01%	2364
2020 Q2	$21K	Buy	10,260 +260	+3%	+$494	﹤0.01%	2256
2020 Q1	$18K	Buy	+10,000	New	+$22.9K	﹤0.01%	2086
2015 Q1	–	Sell	-12,672	Closed	-$35K	–	1634
2014 Q4	$35K	Hold	12,672	–	–	﹤0.01%	1527
2014 Q3	$39K	Hold	12,672	–	–	﹤0.01%	1467
2014 Q2	$41K	Hold	12,672	–	–	﹤0.01%	1518
2014 Q1	$40K	Buy	+12,672	New	+$40K	﹤0.01%	1434

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FourThought Financial Venice, Florida $677M AUM 12.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

HighTower Advisors's DHY Position: Q3 2021 in Review

HighTower Advisors sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q3 2021, closing a stake of 11,095 shares — an estimated $28K sold.

HighTower Advisors first reported a position in DHY in Q1 2014 and held it in 10 quarters. The position peaked at $41K in Q2 2014. 55 funds tracked by Wall St. Rank hold DHY as of Q3 2021.

HighTower Advisors reported no remaining UBS Asset Management High Yield Credit Fund position as of Q3 2021 after selling out during the quarter.
HighTower Advisors sold 11,095 UBS Asset Management High Yield Credit Fund shares in Q3 2021, an estimated $28K.
HighTower Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2014 and held it in 10 quarters.
HighTower Advisors's UBS Asset Management High Yield Credit Fund position peaked at $41K in Q2 2014.
55 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q3 2021.

Based on HighTower Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.