SFS
DHY

Sowell Financial Services’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-4,415
Closed -$110K – 2471
2019
Q4 		$110K Buy
4,415
+931
+27% +$23.5K 0.01% 890
2019
Q3 		$89K Buy
+3,484
New +$88.1K 0.01% 861
2019
Q1 		$29K Buy
+1,179
New +$27.8K ﹤0.01% 565

Other funds holding DHY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sowell Financial Services's DHY Position: Q1 2020 in Review

Sowell Financial Services sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2020, closing a stake of 4,415 shares — an estimated $110K sold.

Sowell Financial Services first reported a position in DHY in Q1 2019 and held it in 3 quarters. The position peaked at $110K in Q4 2019. 49 funds tracked by Wall St. Rank hold DHY as of Q1 2020.

  • Sowell Financial Services reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 4,415 UBS Asset Management High Yield Credit Fund shares in Q1 2020, an estimated $110K.
  • Sowell Financial Services first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2019 and held it in 3 quarters.
  • Sowell Financial Services's UBS Asset Management High Yield Credit Fund position peaked at $110K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.