Winch Advisory Services’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Winch Advisory 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
2020 Q4	–	Sell	-108	Closed	-$2K	–	432
2020 Q3	$2K	Buy	108 +1	+0.9%	+$21	﹤0.01%	324
2020 Q2	$2K	Buy	107 +12	+13%	+$228	﹤0.01%	321
2020 Q1	$2K	Buy	95 +3	+3%	+$69	﹤0.01%	275
2019 Q4	$2K	Buy	92 +2	+2%	+$50	﹤0.01%	315
2019 Q3	$2K	Buy	90 +2	+2%	+$51	﹤0.01%	293
2019 Q2	$2K	Buy	88 +2	+2%	+$50	﹤0.01%	350
2019 Q1	$2K	Buy	86 +1	+1%	+$24	﹤0.01%	315
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	288
2018 Q3	$2K	Hold	85	–	–	﹤0.01%	275
2018 Q2	$2K	Hold	85	–	–	﹤0.01%	280
2018 Q1	$2K	Hold	85	–	–	﹤0.01%	263
2017 Q4	$2K	Hold	85	–	–	﹤0.01%	257
2017 Q3	$2K	Buy	85 +20	+31%	+$570	﹤0.01%	249
2017 Q2	$2K	Buy	65 +2	+3%	+$56	﹤0.01%	266
2017 Q1	$2K	Buy	63 +1	+2%	+$27	﹤0.01%	243
2016 Q4	$2K	Buy	62 +32	+107%	+$795	﹤0.01%	227
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	256
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	246
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	217
2015 Q4	$1K	Buy	30 +1	+3%	+$23	﹤0.01%	236
2015 Q3	$1K	Buy	29 +1	+4%	+$24	﹤0.01%	220
2015 Q2	$1K	Buy	28 +1	+4%	+$28	﹤0.01%	269
2015 Q1	$1K	Buy	+27	New	+$748	﹤0.01%	295
2014 Q4	–	Sell	-26	Closed	-$1K	–	72
2014 Q3	$1K	Hold	26	–	–	﹤0.01%	214
2014 Q2	$1K	Sell	26 -10	-28%	-$324	﹤0.01%	247
2014 Q1	$1K	Buy	+36	New	+$1.14K	﹤0.01%	263

Other funds holding DHY

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RCM

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

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

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

FourThought Financial Venice, Florida $677M AUM 12.73% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

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

Winch Advisory Services's DHY Position: Q4 2020 in Review

Winch Advisory Services sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2020, closing a stake of 108 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in DHY in Q1 2014 and held it in 26 quarters. The position peaked at $2K in Q3 2020. 58 funds tracked by Wall St. Rank hold DHY as of Q4 2020.

Winch Advisory Services reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 108 UBS Asset Management High Yield Credit Fund shares in Q4 2020, an estimated $2K.
Winch Advisory Services first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2014 and held it in 26 quarters.
Winch Advisory Services's UBS Asset Management High Yield Credit Fund position peaked at $2K in Q3 2020.
58 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.