Asset Planning Services (Pennsylvania)’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-3,383	Closed	-$51K	–	151
2019 Q3	$51K	Hold	3,383	–	–	0.02%	134
2019 Q2	$51K	Hold	3,383	–	–	0.02%	134
2019 Q1	$50K	Hold	3,383	–	–	0.02%	134
2018 Q4	$44K	Hold	3,383	–	–	0.02%	132
2018 Q3	$48K	Hold	3,383	–	–	0.02%	131
2018 Q2	$49K	Hold	3,383	–	–	0.02%	129
2018 Q1	$49K	Hold	3,383	–	–	0.03%	129
2017 Q4	$51K	Hold	3,383	–	–	0.03%	133
2017 Q3	$53K	Hold	3,383	–	–	0.03%	137
2017 Q2	$52K	Hold	3,383	–	–	0.03%	134
2017 Q1	$52K	Hold	3,383	–	–	0.04%	143
2016 Q4	$51K	Hold	3,383	–	–	0.04%	131
2016 Q3	$52K	Hold	3,383	–	–	0.04%	122
2016 Q2	$51K	Hold	3,383	–	–	0.04%	134
2016 Q1	$47K	Buy	3,383 +773	+30%	+$10.5K	0.04%	141
2015 Q4	$37K	Hold	2,610	–	–	0.04%	117
2015 Q3	$37K	Buy	+2,610	New	+$38.3K	0.04%	111

Other funds holding HYI

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s HYI Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2019, closing a stake of 3,383 shares — an estimated $51K sold.

Asset Planning Services (Pennsylvania) first reported a position in HYI in Q3 2015 and held it in 17 quarters. The position peaked at $53K in Q3 2017. 47 funds tracked by Wall St. Rank hold HYI as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 3,383 Western Asset High Yield Opportunity Fund Inc shares in Q4 2019, an estimated $51K.
Asset Planning Services (Pennsylvania) first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2015 and held it in 17 quarters.
Asset Planning Services (Pennsylvania)'s Western Asset High Yield Opportunity Fund Inc position peaked at $53K in Q3 2017.
47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.