CWM
HYI

Concert Wealth Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-10,912
Closed -$168K – 671
2016
Q3 		$168K Buy
+10,912
New +$165K 0.02% 680

Other funds holding HYI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Concert Wealth Management's HYI Position: Q4 2016 in Review

Concert Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2016, closing a stake of 10,912 shares — an estimated $168K sold.

Concert Wealth Management first reported a position in HYI in Q3 2016 and held it in 1 quarter. The position peaked at $168K in Q3 2016. 47 funds tracked by Wall St. Rank hold HYI as of Q4 2016.

  • Concert Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,912 Western Asset High Yield Opportunity Fund Inc shares in Q4 2016, an estimated $168K.
  • Concert Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $168K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.