Regal Investment Advisors’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Regal Investment 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
2024 Q1	–	Sell	-1,922	Closed	-$38.1K	–	584
2023 Q4	$38.1K	Hold	1,922	–	–	﹤0.01%	540
2023 Q3	$36.1K	Hold	1,922	–	–	﹤0.01%	494
2023 Q2	$36.3K	Sell	1,922 -1,500	-44%	-$28.4K	﹤0.01%	510
2023 Q1	$64.7K	Buy	+3,422	New	+$64K	0.01%	501

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Regal Investment Advisors's DHY Position: Q1 2024 in Review

Regal Investment Advisors sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2024, closing a stake of 1,922 shares — an estimated $38.1K sold.

Regal Investment Advisors first reported a position in DHY in Q1 2023 and held it in 4 quarters. The position peaked at $64.7K in Q1 2023. 69 funds tracked by Wall St. Rank hold DHY as of Q1 2024.

Regal Investment Advisors reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2024 after selling out during the quarter.
Regal Investment Advisors sold 1,922 UBS Asset Management High Yield Credit Fund shares in Q1 2024, an estimated $38.1K.
Regal Investment Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2023 and held it in 4 quarters.
Regal Investment Advisors's UBS Asset Management High Yield Credit Fund position peaked at $64.7K in Q1 2023.
69 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.