HPC
DHY

Hobart Private Capital’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Hobart Private Capital’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
Q1 		– Sell
-5,999
Closed -$137K – 141
2020
Q4 		$137K Buy
+5,999
New +$133K 0.06% 146

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Envestnet Asset Management
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LPL Financial
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
PAS
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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

Hobart Private Capital's DHY Position: Q1 2021 in Review

Hobart Private Capital sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2021, closing a stake of 5,999 shares — an estimated $137K sold.

Hobart Private Capital first reported a position in DHY in Q4 2020 and held it in 1 quarter. The position peaked at $137K in Q4 2020. 62 funds tracked by Wall St. Rank hold DHY as of Q1 2021.

  • Hobart Private Capital reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2021 after selling out during the quarter.
  • Hobart Private Capital sold 5,999 UBS Asset Management High Yield Credit Fund shares in Q1 2021, an estimated $137K.
  • Hobart Private Capital first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2020 and held it in 1 quarter.
  • Hobart Private Capital's UBS Asset Management High Yield Credit Fund position peaked at $137K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.