SMFS
DHY

Squar Milner Financial Services’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Squar Milner 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
2018
Q3 		– Sell
-100
Closed – – 772
2018
Q2 		$0 Buy
+100
New +$264 ﹤0.01% 840

Other funds holding DHY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Squar Milner Financial Services's DHY Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Credit Suisse High Yield Credit Fund (DHY) in Q3 2018, closing a stake of 100 shares.

Squar Milner Financial Services first reported a position in DHY in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 42 funds tracked by Wall St. Rank hold DHY as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Credit Suisse High Yield Credit Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 100 Credit Suisse High Yield Credit Fund shares in Q3 2018.
  • Squar Milner Financial Services first reported a position in Credit Suisse High Yield Credit Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Credit Suisse High Yield Credit Fund position peaked at $0 in Q2 2018.
  • 42 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.