Wealthcare Advisory Partners’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-730	Closed	-$18K	–	855
2021 Q1	$18K	Sell	730 -415	-36%	-$9.72K	﹤0.01%	1231
2020 Q4	$26K	Buy	+1,145	New	+$25.4K	﹤0.01%	433
2020 Q2	–	Sell	-96	Closed	-$2K	–	555
2020 Q1	$2K	Hold	96	–	–	﹤0.01%	1277
2019 Q4	$2K	Hold	96	–	–	﹤0.01%	1251
2019 Q3	$2K	Hold	96	–	–	﹤0.01%	1206
2019 Q2	$2K	Buy	96 +1	+1%	+$25	﹤0.01%	1177
2019 Q1	$2K	Buy	+95	New	+$2.24K	﹤0.01%	1087
2017 Q4	–	Sell	-188	Closed	-$5K	–	1100
2017 Q3	$5K	Buy	+188	New	+$5.36K	﹤0.01%	635

Other funds holding DHY

SIA

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

1CP

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

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

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

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

RCM

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

PAS

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

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

Wealthcare Advisory Partners's DHY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q2 2021, closing a stake of 730 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in DHY in Q3 2017 and held it in 8 quarters. The position peaked at $26K in Q4 2020. 57 funds tracked by Wall St. Rank hold DHY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining UBS Asset Management High Yield Credit Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 730 UBS Asset Management High Yield Credit Fund shares in Q2 2021, an estimated $18K.
Wealthcare Advisory Partners first reported a position in UBS Asset Management High Yield Credit Fund in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's UBS Asset Management High Yield Credit Fund position peaked at $26K in Q4 2020.
57 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.