CA
EHI

Clearstead Advisors’s Western Asset Global High Income Fund EHI Stock Holding History

Clearstead 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
2024
Q4 		– Sell
-10,871
Closed -$75.4K – 2118
2024
Q3 		$75.4K Buy
+10,871
New +$76.8K ﹤0.01% 1104

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Clearstead Advisors's EHI Position: Q4 2024 in Review

Clearstead Advisors sold out of Western Asset Global High Income Fund (EHI) in Q4 2024, closing a stake of 10,871 shares — an estimated $75.4K sold.

Clearstead Advisors first reported a position in EHI in Q3 2024 and held it in 1 quarter. The position peaked at $75.4K in Q3 2024. 47 funds tracked by Wall St. Rank hold EHI as of Q4 2024.

  • Clearstead Advisors reported no remaining Western Asset Global High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 10,871 Western Asset Global High Income Fund shares in Q4 2024, an estimated $75.4K.
  • Clearstead Advisors first reported a position in Western Asset Global High Income Fund in Q3 2024 and held it in 1 quarter.
  • Clearstead Advisors's Western Asset Global High Income Fund position peaked at $75.4K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.