Sigma Planning Corp’s UBS Asset Management 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	-1,753	Closed	-$46K	–	873
2018 Q3	$46K	Hold	1,753	–	–	﹤0.01%	942
2018 Q2	$46K	Buy	1,753 +1	+0.1%	+$26	﹤0.01%	894
2018 Q1	$47K	Hold	1,752	–	–	﹤0.01%	849
2017 Q4	$50K	Hold	1,752	–	–	﹤0.01%	841
2017 Q3	$50K	Buy	1,752 +1	+0.1%	+$29	﹤0.01%	834
2017 Q2	$50K	Hold	1,751	–	–	﹤0.01%	775
2017 Q1	$47K	Buy	1,751 +1	+0.1%	+$27	﹤0.01%	762
2016 Q4	$47K	Sell	1,750 -8	-0.5%	-$199	0.01%	719
2016 Q3	$45K	Buy	1,758 +1	+0.1%	+$26	0.01%	730
2016 Q2	$42K	Buy	1,757 +1	+0.1%	+$23	0.01%	684
2016 Q1	$40K	Buy	1,756 +40	+2%	+$851	0.01%	683
2015 Q4	$39K	Sell	1,716 -1,000	-37%	-$23.2K	0.01%	680
2015 Q3	$62K	Sell	2,716 -552	-17%	-$13.4K	0.01%	647
2015 Q2	$84K	Sell	3,268 -827	-20%	-$23K	0.01%	681
2015 Q1	$114K	Sell	4,095 -660	-14%	-$18.3K	0.02%	705
2014 Q4	$133K	Buy	+4,755	New	+$143K	0.02%	669

Other funds holding DHY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

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

Sigma Planning Corp sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2018, closing a stake of 1,753 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 UBS Asset Management High Yield Credit Fund position as of Q4 2018 after selling out during the quarter.
Sigma Planning Corp sold 1,753 UBS Asset Management High Yield Credit Fund shares in Q4 2018, an estimated $46K.
Sigma Planning Corp first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2014 and held it in 16 quarters.
Sigma Planning Corp's UBS Asset Management High Yield Credit Fund position peaked at $133K in Q4 2014.
49 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2018.

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