MSA
DHY

Marino Stram & Associates’s UBS Asset Management 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
-369
Closed -$10K – 629
2018
Q3 		$10K Hold
369
– – 0.01% 300
2018
Q2 		$10K Hold
369
– – 0.01% 300
2018
Q1 		$10K Hold
369
– – 0.01% 308
2017
Q4 		$10K Buy
+369
New +$10.4K 0.01% 312

Other funds holding DHY

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Marino Stram & Associates sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 369 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 UBS Asset Management High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 369 UBS Asset Management High Yield Credit Fund shares in Q4 2018, an estimated $10K.
  • Marino Stram & Associates first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's UBS Asset Management High Yield Credit Fund position peaked at $10K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2018.

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