MSA
DHY

Marino Stram & Associates’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Marino Stram & Associates’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
Q4 		– Sell
-3,686
Closed -$10K – 629
2018
Q3 		$10K Hold
3,686
– – 0.01% 300
2018
Q2 		$10K Hold
3,686
– – 0.01% 300
2018
Q1 		$10K Hold
3,686
– – 0.01% 308
2017
Q4 		$10K Buy
+3,686
New +$10.4K 0.01% 312

Other funds holding DHY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Marino Stram & Associates's DHY Position: Q4 2018 in Review

Marino Stram & Associates sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 3,686 shares — an estimated $10K sold.

Marino Stram & Associates first reported a position in DHY in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 49 funds tracked by Wall St. Rank hold DHY as of Q4 2018.

  • Marino Stram & Associates reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 3,686 Credit Suisse High Yield Credit Fund shares in Q4 2018, an estimated $10K.
  • Marino Stram & Associates first reported a position in Credit Suisse High Yield Credit Fund in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Credit Suisse High Yield Credit Fund position peaked at $10K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.