PMFA
DHY

Plante Moran Financial Advisors’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-2,000
Closed -$5K – 1014
2020
Q4 		$5K Buy
+2,000
New +$4.45K ﹤0.01% 692

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Envestnet Asset Management
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LPL Financial
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
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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 $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's DHY Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Credit Suisse High Yield Credit Fund (DHY) in Q1 2021, closing a stake of 2,000 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in DHY in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 62 funds tracked by Wall St. Rank hold DHY as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Credit Suisse High Yield Credit Fund position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,000 Credit Suisse High Yield Credit Fund shares in Q1 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Credit Suisse High Yield Credit Fund in Q4 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Credit Suisse High Yield Credit Fund position peaked at $5K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.