Clarus Wealth Advisors’s Western Asset High Income Fund II HIX Stock Holding History

Clarus Wealth Advisors’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
2019 Q1	–	Sell	-4,704	Closed	-$27K	–	706
2018 Q4	$27K	Hold	4,704	–	–	0.04%	354
2018 Q3	$30K	Hold	4,704	–	–	0.02%	374
2018 Q2	$31K	Buy	+4,704	New	+$30.8K	0.02%	359

Other funds holding HIX

SCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1CP

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Clarus Wealth Advisors's HIX Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Western Asset High Income Fund II (HIX) in Q1 2019, closing a stake of 4,704 shares — an estimated $27K sold.

Clarus Wealth Advisors first reported a position in HIX in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q2 2018. 79 funds tracked by Wall St. Rank hold HIX as of Q1 2019.

Clarus Wealth Advisors reported no remaining Western Asset High Income Fund II position as of Q1 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 4,704 Western Asset High Income Fund II shares in Q1 2019, an estimated $27K.
Clarus Wealth Advisors first reported a position in Western Asset High Income Fund II in Q2 2018 and held it in 3 quarters.
Clarus Wealth Advisors's Western Asset High Income Fund II position peaked at $31K in Q2 2018.
79 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.