Simplicity Solutions’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-12,674	Closed	-$29K	–	578
2020 Q4	$29K	Hold	12,674	–	–	﹤0.01%	932
2020 Q3	$27K	Hold	12,674	–	–	﹤0.01%	854
2020 Q2	$25K	Hold	12,674	–	–	﹤0.01%	865
2020 Q1	$23K	Buy	12,674 +886	+8%	+$2.03K	﹤0.01%	714
2019 Q4	$29K	Hold	11,788	–	–	﹤0.01%	821
2019 Q3	$30K	Sell	11,788 -12,412	-51%	-$31.4K	﹤0.01%	706
2019 Q2	$60K	Buy	+24,200	New	+$60.6K	﹤0.01%	649
2018 Q4	–	Sell	-10,738	Closed	-$28K	–	654
2018 Q3	$28K	Sell	10,738 -902	-8%	-$2.36K	﹤0.01%	551
2018 Q2	$31K	Sell	11,640 -1,991	-15%	-$5.26K	﹤0.01%	490
2018 Q1	$36K	Sell	13,631 -1,952	-13%	-$5.35K	﹤0.01%	361
2017 Q4	$44K	Buy	+15,583	New	+$44.1K	﹤0.01%	363
2017 Q3	–	Sell	-10,229	Closed	-$29K	–	241
2017 Q2	$29K	Buy	+10,229	New	+$28.6K	﹤0.01%	406

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Solutions's DHY Position: Q1 2021 in Review

Simplicity Solutions sold out of Credit Suisse High Yield Credit Fund (DHY) in Q1 2021, closing a stake of 12,674 shares — an estimated $29K sold.

Simplicity Solutions first reported a position in DHY in Q2 2017 and held it in 12 quarters. The position peaked at $60K in Q2 2019. 62 funds tracked by Wall St. Rank hold DHY as of Q1 2021.

Simplicity Solutions reported no remaining Credit Suisse High Yield Credit Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 12,674 Credit Suisse High Yield Credit Fund shares in Q1 2021, an estimated $29K.
Simplicity Solutions first reported a position in Credit Suisse High Yield Credit Fund in Q2 2017 and held it in 12 quarters.
Simplicity Solutions's Credit Suisse High Yield Credit Fund position peaked at $60K in Q2 2019.
62 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.