EWM
HYI

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

EPG 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
2020
Q2 		– Sell
-604
Closed -$7K – 413
2020
Q1 		$7K Buy
+604
New +$8.89K 0.01% 536

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EPG Wealth Management's HYI Position: Q2 2020 in Review

EPG Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2020, closing a stake of 604 shares — an estimated $7K sold.

EPG Wealth Management first reported a position in HYI in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 43 funds tracked by Wall St. Rank hold HYI as of Q2 2020.

  • EPG Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 604 Western Asset High Yield Opportunity Fund Inc shares in Q2 2020, an estimated $7K.
  • EPG Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $7K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.