CA
EHI

Calton & Associates’s Western Asset Global High Income Fund EHI Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-282
Closed -$2K – 588
2017
Q4 		$2K Buy
+282
New +$2.85K ﹤0.01% 1389

Other funds holding EHI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Calton & Associates's EHI Position: Q1 2018 in Review

Calton & Associates sold out of Western Asset Global High Income Fund (EHI) in Q1 2018, closing a stake of 282 shares — an estimated $2K sold.

Calton & Associates first reported a position in EHI in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 74 funds tracked by Wall St. Rank hold EHI as of Q1 2018.

  • Calton & Associates reported no remaining Western Asset Global High Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 282 Western Asset Global High Income Fund shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in Western Asset Global High Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Western Asset Global High Income Fund position peaked at $2K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.