Simplicity Solutions’s UBS Asset Management 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	-1,267	Closed	-$29K	–	578
2020 Q4	$29K	Hold	1,267	–	–	﹤0.01%	932
2020 Q3	$27K	Hold	1,267	–	–	﹤0.01%	854
2020 Q2	$25K	Hold	1,267	–	–	﹤0.01%	865
2020 Q1	$23K	Buy	1,267 +88	+7%	+$2.02K	﹤0.01%	714
2019 Q4	$29K	Hold	1,179	–	–	﹤0.01%	821
2019 Q3	$30K	Sell	1,179 -1,241	-51%	-$31.4K	﹤0.01%	706
2019 Q2	$60K	Buy	+2,420	New	+$60.6K	﹤0.01%	649
2018 Q4	–	Sell	-1,074	Closed	-$28K	–	654
2018 Q3	$28K	Sell	1,074 -90	-8%	-$2.36K	﹤0.01%	551
2018 Q2	$31K	Sell	1,164 -199	-15%	-$5.25K	﹤0.01%	490
2018 Q1	$36K	Sell	1,363 -195	-13%	-$5.34K	﹤0.01%	361
2017 Q4	$44K	Buy	+1,558	New	+$44.1K	﹤0.01%	363
2017 Q3	–	Sell	-1,023	Closed	-$29K	–	241
2017 Q2	$29K	Buy	+1,023	New	+$28.6K	﹤0.01%	406

Other funds holding DHY

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

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

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

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

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

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's DHY Position: Q1 2021 in Review

Simplicity Solutions sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2021, closing a stake of 1,267 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 UBS Asset Management High Yield Credit Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 1,267 UBS Asset Management High Yield Credit Fund shares in Q1 2021, an estimated $29K.
Simplicity Solutions first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2017 and held it in 12 quarters.
Simplicity Solutions's UBS Asset Management High Yield Credit Fund position peaked at $60K in Q2 2019.
62 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2021.

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