Avantax Advisory Services’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Avantax Advisory Services’s Portfolio HIE Stock Details HIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13,735	Closed	-$136K	–	1285
2021 Q3	$136K	Sell	13,735 -2,987	-18%	-$29.9K	﹤0.01%	1135
2021 Q2	$176K	Sell	16,722 -2,060	-11%	-$20.9K	﹤0.01%	1089
2021 Q1	$182K	Sell	18,782 -3,313	-15%	-$28.7K	﹤0.01%	970
2020 Q4	$176K	Sell	22,095 -33,915	-61%	-$238K	﹤0.01%	892
2020 Q3	$345K	Buy	56,010 +27,144	+94%	+$172K	0.01%	959
2020 Q2	$175K	Hold	28,866	–	–	0.01%	802
2020 Q1	$161K	Buy	28,866 +5,414	+23%	+$52.3K	﹤0.01%	737
2019 Q4	$267K	Buy	23,452 +12,113	+107%	+$138K	0.01%	667
2019 Q3	$122K	Buy	+11,339	New	+$125K	﹤0.01%	553

Other funds holding HIE

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

SIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

1CP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Avantax Advisory Services's HIE Position: Q4 2021 in Review

Avantax Advisory Services sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2021, closing a stake of 13,735 shares — an estimated $136K sold.

Avantax Advisory Services first reported a position in HIE in Q3 2019 and held it in 9 quarters. The position peaked at $345K in Q3 2020. 40 funds tracked by Wall St. Rank hold HIE as of Q4 2021.

Avantax Advisory Services reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2021 after selling out during the quarter.
Avantax Advisory Services sold 13,735 Miller/Howard High Income Equity Fund shares in Q4 2021, an estimated $136K.
Avantax Advisory Services first reported a position in Miller/Howard High Income Equity Fund in Q3 2019 and held it in 9 quarters.
Avantax Advisory Services's Miller/Howard High Income Equity Fund position peaked at $345K in Q3 2020.
40 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.