Next Financial Group’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Next Financial Group’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	-1,948	Closed	-$5K	–	2758
2021 Q2	$5K	Sell	1,948 -37,897	-95%	-$93.6K	﹤0.01%	2186
2021 Q1	$96K	Sell	39,845 -86,641	-68%	-$203K	0.01%	1047
2020 Q4	$288K	Buy	+126,486	New	+$281K	0.03%	578
2015 Q2	–	Sell	-2,000	Closed	-$5.55K	–	1860
2015 Q1	$5K	Hold	2,000	–	–	﹤0.01%	1477
2014 Q4	$6K	Hold	2,000	–	–	﹤0.01%	1424
2014 Q3	$6K	Hold	2,000	–	–	﹤0.01%	1969
2014 Q2	$6K	Buy	+2,000	New	+$6.47K	﹤0.01%	875

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $162B AUM 16.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Next Financial Group's DHY Position: Q3 2021 in Review

Next Financial Group sold out of Credit Suisse High Yield Credit Fund (DHY) in Q3 2021, closing a stake of 1,948 shares — an estimated $5K sold.

Next Financial Group first reported a position in DHY in Q2 2014 and held it in 7 quarters. The position peaked at $288K in Q4 2020. 55 funds tracked by Wall St. Rank hold DHY as of Q3 2021.

Next Financial Group reported no remaining Credit Suisse High Yield Credit Fund position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 1,948 Credit Suisse High Yield Credit Fund shares in Q3 2021, an estimated $5K.
Next Financial Group first reported a position in Credit Suisse High Yield Credit Fund in Q2 2014 and held it in 7 quarters.
Next Financial Group's Credit Suisse High Yield Credit Fund position peaked at $288K in Q4 2020.
55 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.