BRWA
EHI

B. Riley Wealth Advisors’s Western Asset Global High Income Fund EHI Stock Holding History

B. Riley Wealth Advisors’s Portfolio EHI Stock Details EHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,300
Closed -$26 – 956
2014
Q4 		$26 Buy
+2,300
New +$26.8K ﹤0.01% 2424
2014
Q3 		– Sell
-2,200
Closed -$28.3K – 984
2014
Q2 		$28.3K Buy
+2,200
New +$28.1K 0.01% 1297

Other funds holding EHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

B. Riley Wealth Advisors's EHI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Western Asset Global High Income Fund (EHI) in Q1 2015, closing a stake of 2,300 shares — an estimated $26 sold.

B. Riley Wealth Advisors first reported a position in EHI in Q2 2014 and held it in 2 quarters. The position peaked at $28.3K in Q2 2014. 42 funds tracked by Wall St. Rank hold EHI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Western Asset Global High Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,300 Western Asset Global High Income Fund shares in Q1 2015, an estimated $26.
  • B. Riley Wealth Advisors first reported a position in Western Asset Global High Income Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Western Asset Global High Income Fund position peaked at $28.3K in Q2 2014.
  • 42 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.