AAS
HYI

Ameritas Advisory Services’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Ameritas Advisory Services’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-168,955
Closed -$1.89M – 893
2022
Q3 		$1.89M Sell
168,955
-33,467
-17% -$414K 0.11% 173
2022
Q2 		$2.46M Sell
202,422
-3,707
-2% -$47.8K 0.14% 152
2022
Q1 		$2.86M Buy
206,129
+7,659
+4% +$110K 0.1% 155
2021
Q4 		$3.13M Buy
+198,470
New +$3.09M 0.11% 153

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Ameritas Advisory Services's HYI Position: Q4 2022 in Review

Ameritas Advisory Services sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2022, closing a stake of 168,955 shares — an estimated $1.89M sold.

Ameritas Advisory Services first reported a position in HYI in Q4 2021 and held it in 4 quarters. The position peaked at $3.13M in Q4 2021. 53 funds tracked by Wall St. Rank hold HYI as of Q4 2022.

  • Ameritas Advisory Services reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2022 after selling out during the quarter.
  • Ameritas Advisory Services sold 168,955 Western Asset High Yield Opportunity Fund Inc shares in Q4 2022, an estimated $1.89M.
  • Ameritas Advisory Services first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2021 and held it in 4 quarters.
  • Ameritas Advisory Services's Western Asset High Yield Opportunity Fund Inc position peaked at $3.13M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2022.

Based on Ameritas Advisory Services's 13F filing for Q4 2022, filed 10 Feb 2023.