AAS
HIX

Avantax Advisory Services’s Western Asset High Income Fund II HIX Stock Holding History

Avantax Advisory Services’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-18,086
Closed -$117K – 1115
2020
Q3 		$117K Buy
+18,086
New +$118K ﹤0.01% 1286

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's HIX Position: Q4 2020 in Review

Avantax Advisory Services sold out of Western Asset High Income Fund II (HIX) in Q4 2020, closing a stake of 18,086 shares — an estimated $117K sold.

Avantax Advisory Services first reported a position in HIX in Q3 2020 and held it in 1 quarter. The position peaked at $117K in Q3 2020. 63 funds tracked by Wall St. Rank hold HIX as of Q4 2020.

  • Avantax Advisory Services reported no remaining Western Asset High Income Fund II position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 18,086 Western Asset High Income Fund II shares in Q4 2020, an estimated $117K.
  • Avantax Advisory Services first reported a position in Western Asset High Income Fund II in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Western Asset High Income Fund II position peaked at $117K in Q3 2020.
  • 63 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.