Traynor Capital Management’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Traynor Capital Management’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
2017 Q4	–	Sell	-1,294	Closed	-$37K	–	175
2017 Q3	$37K	Buy	+1,294	New	+$36.9K	0.02%	165
2016 Q1	–	Sell	-1,156	Closed	-$26K	–	129
2015 Q4	$26K	Sell	1,156 -1,220	-51%	-$28.3K	0.02%	138
2015 Q3	$53K	Sell	2,376 -473	-17%	-$11.5K	0.05%	121
2015 Q2	$73K	Sell	2,849 -1,458	-34%	-$40.5K	0.06%	138
2015 Q1	$119K	Sell	4,307 -901	-17%	-$25K	0.11%	116
2014 Q4	$145K	Buy	+5,208	New	+$156K	0.17%	102

Other funds holding DHY

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traynor Capital Management's DHY Position: Q4 2017 in Review

Traynor Capital Management sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2017, closing a stake of 1,294 shares — an estimated $37K sold.

Traynor Capital Management first reported a position in DHY in Q4 2014 and held it in 6 quarters. The position peaked at $145K in Q4 2014. 44 funds tracked by Wall St. Rank hold DHY as of Q4 2017.

Traynor Capital Management reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2017 after selling out during the quarter.
Traynor Capital Management sold 1,294 UBS Asset Management High Yield Credit Fund shares in Q4 2017, an estimated $37K.
Traynor Capital Management first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2014 and held it in 6 quarters.
Traynor Capital Management's UBS Asset Management High Yield Credit Fund position peaked at $145K in Q4 2014.
44 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2017.

Based on Traynor Capital Management's 13F filing for Q4 2017, filed 1 Feb 2018.