SWP
DHY

Stratos Wealth Partners’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-14,952
Closed -$32K – 1088
2020
Q3 		$32K Sell
14,952
-9,860
-40% -$20.6K ﹤0.01% 1005
2020
Q2 		$50K Sell
24,812
-282,207
-92% -$536K ﹤0.01% 979
2020
Q1 		$562K Sell
307,019
-221,563
-42% -$508K 0.03% 491
2019
Q4 		$1.32M Buy
528,582
+23,410
+5% +$59K 0.05% 318
2019
Q3 		$1.29M Buy
505,172
+68,494
+16% +$173K 0.06% 313
2019
Q2 		$1.08M Buy
436,678
+34,325
+9% +$85.9K 0.05% 349
2019
Q1 		$998K Buy
402,353
+8,477
+2% +$20K 0.04% 363
2018
Q4 		$855K Buy
393,876
+45,130
+13% +$107K 0.04% 370
2018
Q3 		$917K Buy
348,746
+21,805
+7% +$57.1K 0.04% 356
2018
Q2 		$866K Buy
326,941
+134,777
+70% +$356K 0.04% 398
2018
Q1 		$511K Buy
192,164
+7,642
+4% +$20.9K 0.02% 539
2017
Q4 		$524K Buy
184,522
+22,928
+14% +$64.9K 0.02% 514
2017
Q3 		$465K Sell
161,594
-236
-0.1% -$673 0.02% 527
2017
Q2 		$458K Buy
+161,830
New +$453K 0.02% 483

Other funds holding DHY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FF
FourThought Financial Venice, Florida $677M AUM 12.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Stratos Wealth Partners's DHY Position: Q4 2020 in Review

Stratos Wealth Partners sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2020, closing a stake of 14,952 shares — an estimated $32K sold.

Stratos Wealth Partners first reported a position in DHY in Q2 2017 and held it in 14 quarters. The position peaked at $1.32M in Q4 2019. 59 funds tracked by Wall St. Rank hold DHY as of Q4 2020.

  • Stratos Wealth Partners reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 14,952 Credit Suisse High Yield Credit Fund shares in Q4 2020, an estimated $32K.
  • Stratos Wealth Partners first reported a position in Credit Suisse High Yield Credit Fund in Q2 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's Credit Suisse High Yield Credit Fund position peaked at $1.32M in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2020.

Based on Stratos Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.