RW
DHY

REDW Wealth’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

REDW Wealth’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
-10,350
Closed -$27K – 82
2018
Q3 		$27K Hold
10,350
– – 0.02% 84
2018
Q2 		$27K Hold
10,350
– – 0.02% 82
2018
Q1 		$28K Hold
10,350
– – 0.02% 82
2017
Q4 		$29K Buy
+10,350
New +$29.3K 0.02% 85

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

REDW Wealth's DHY Position: Q4 2018 in Review

REDW Wealth sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 10,350 shares — an estimated $27K sold.

REDW Wealth first reported a position in DHY in Q4 2017 and held it in 4 quarters. The position peaked at $29K in Q4 2017. 49 funds tracked by Wall St. Rank hold DHY as of Q4 2018.

  • REDW Wealth reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
  • REDW Wealth sold 10,350 Credit Suisse High Yield Credit Fund shares in Q4 2018, an estimated $27K.
  • REDW Wealth first reported a position in Credit Suisse High Yield Credit Fund in Q4 2017 and held it in 4 quarters.
  • REDW Wealth's Credit Suisse High Yield Credit Fund position peaked at $29K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2018.

Based on REDW Wealth's 13F filing for Q4 2018, filed 8 Feb 2019.