Wealthcare Advisory Partners’s Credit Suisse 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	-7,300	Closed	-$18K	–	855
2021 Q1	$18K	Sell	7,300 -4,151	-36%	-$9.73K	﹤0.01%	1231
2020 Q4	$26K	Buy	+11,451	New	+$25.4K	﹤0.01%	433
2020 Q2	–	Sell	-958	Closed	-$2K	–	555
2020 Q1	$2K	Hold	958	–	–	﹤0.01%	1277
2019 Q4	$2K	Hold	958	–	–	﹤0.01%	1251
2019 Q3	$2K	Hold	958	–	–	﹤0.01%	1206
2019 Q2	$2K	Buy	958 +7	+0.7%	+$18	﹤0.01%	1177
2019 Q1	$2K	Buy	+951	New	+$2.24K	﹤0.01%	1087
2017 Q4	–	Sell	-1,881	Closed	-$5K	–	1100
2017 Q3	$5K	Buy	+1,881	New	+$5.36K	﹤0.01%	635

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 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 Credit Suisse High Yield Credit Fund (DHY) in Q2 2021, closing a stake of 7,300 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. 58 funds tracked by Wall St. Rank hold DHY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Credit Suisse High Yield Credit Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,300 Credit Suisse High Yield Credit Fund shares in Q2 2021, an estimated $18K.
Wealthcare Advisory Partners first reported a position in Credit Suisse High Yield Credit Fund in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Credit Suisse High Yield Credit Fund position peaked at $26K in Q4 2020.
58 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q2 2021.

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