Baystate Wealth Management’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Baystate Wealth Management’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
2023 Q4	$5.36K	Buy	+504	New	+$5.06K	﹤0.01%	871

Other funds holding HIE

SCM

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

SIA

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

COLIM

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

1CP

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

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Baystate Wealth Management's HIE Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Miller/Howard High Income Equity Fund (HIE) in Q4 2023: 504 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings.

38 funds tracked by Wall St. Rank hold HIE as of Q4 2023.

Baystate Wealth Management held 504 shares of Miller/Howard High Income Equity Fund worth $5.36K as of Q4 2023.
Miller/Howard High Income Equity Fund was a new Baystate Wealth Management position in Q4 2023.
Miller/Howard High Income Equity Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #871 holding.
38 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.