CPIG
HYI

Chicago Partners Investment Group’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Chicago Partners Investment Group’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,731
Closed -$136K – 696
2023
Q1 		$136K Buy
11,731
+90
+0.8% +$1.1K 0.01% 635
2022
Q4 		$146K Buy
+11,641
New +$139K 0.01% 606

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Chicago Partners Investment Group's HYI Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2023, closing a stake of 11,731 shares — an estimated $136K sold.

Chicago Partners Investment Group first reported a position in HYI in Q4 2022 and held it in 2 quarters. The position peaked at $146K in Q4 2022. 53 funds tracked by Wall St. Rank hold HYI as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 11,731 Western Asset High Yield Opportunity Fund Inc shares in Q2 2023, an estimated $136K.
  • Chicago Partners Investment Group first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2022 and held it in 2 quarters.
  • Chicago Partners Investment Group's Western Asset High Yield Opportunity Fund Inc position peaked at $146K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.