SeaCrest Wealth Management’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

SeaCrest Wealth Management’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
2023 Q1	–	Sell	-1,441	Closed	-$25.4K	–	644
2022 Q4	$25.4K	Buy	1,441 +59	+4%	+$1.08K	﹤0.01%	627
2022 Q3	$24K	Buy	+1,382	New	+$26.7K	﹤0.01%	618
2022 Q1	–	Sell	-3,549	Closed	-$88K	–	726
2021 Q4	$88K	Sell	3,549 -209	-6%	-$5.19K	0.01%	689
2021 Q3	$93K	Sell	3,758 -1,494	-28%	-$37.5K	0.01%	658
2021 Q2	$132K	Buy	+5,252	New	+$130K	0.02%	665
2018 Q2	–	Sell	-540	Closed	-$14K	–	2217
2018 Q1	$14K	Hold	540	–	–	﹤0.01%	1458
2017 Q4	$15K	Buy	+540	New	+$15.3K	﹤0.01%	1435

Other funds holding DHY

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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SeaCrest Wealth Management's DHY Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2023, closing a stake of 1,441 shares — an estimated $25.4K sold.

SeaCrest Wealth Management first reported a position in DHY in Q4 2017 and held it in 7 quarters. The position peaked at $132K in Q2 2021. 68 funds tracked by Wall St. Rank hold DHY as of Q1 2023.

SeaCrest Wealth Management reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 1,441 UBS Asset Management High Yield Credit Fund shares in Q1 2023, an estimated $25.4K.
SeaCrest Wealth Management first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's UBS Asset Management High Yield Credit Fund position peaked at $132K in Q2 2021.
68 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.