Sigma Planning Corp’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Sigma Planning Corp’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	-17,528	Closed	-$46K	–	873
2018 Q3	$46K	Buy	17,528 +2	+0%	+$5	﹤0.01%	942
2018 Q2	$46K	Buy	17,526 +2	+0%	+$5	﹤0.01%	894
2018 Q1	$47K	Buy	17,524 +1	+0%	+$3	﹤0.01%	849
2017 Q4	$50K	Buy	17,523 +2	+0%	+$6	﹤0.01%	841
2017 Q3	$50K	Buy	17,521 +7	+0%	+$20	﹤0.01%	834
2017 Q2	$50K	Buy	17,514 +9	+0.1%	+$25	﹤0.01%	775
2017 Q1	$47K	Buy	17,505 +10	+0.1%	+$27	﹤0.01%	762
2016 Q4	$47K	Sell	17,495 -89	-0.5%	-$221	0.01%	719
2016 Q3	$45K	Buy	17,584 +10	+0.1%	+$26	0.01%	730
2016 Q2	$42K	Buy	17,574 +11	+0.1%	+$26	0.01%	684
2016 Q1	$40K	Buy	17,563 +402	+2%	+$855	0.01%	683
2015 Q4	$39K	Sell	17,161 -9,998	-37%	-$23.2K	0.01%	680
2015 Q3	$62K	Sell	27,159 -5,525	-17%	-$13.4K	0.01%	647
2015 Q2	$84K	Sell	32,684 -8,266	-20%	-$23K	0.01%	681
2015 Q1	$114K	Sell	40,950 -6,601	-14%	-$18.3K	0.02%	705
2014 Q4	$133K	Buy	+47,551	New	+$143K	0.02%	669

Other funds holding DHY

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

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

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

Sigma Planning Corp's DHY Position: Q4 2018 in Review

Sigma Planning Corp sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 17,528 shares — an estimated $46K sold.

Sigma Planning Corp first reported a position in DHY in Q4 2014 and held it in 16 quarters. The position peaked at $133K in Q4 2014. 49 funds tracked by Wall St. Rank hold DHY as of Q4 2018.

Sigma Planning Corp reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
Sigma Planning Corp sold 17,528 Credit Suisse High Yield Credit Fund shares in Q4 2018, an estimated $46K.
Sigma Planning Corp first reported a position in Credit Suisse High Yield Credit Fund in Q4 2014 and held it in 16 quarters.
Sigma Planning Corp's Credit Suisse High Yield Credit Fund position peaked at $133K in Q4 2014.
49 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.