EWM
HYI

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

Evercore 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
2017
Q2 		– Sell
-8,131
Closed -$125K – 1009
2017
Q1 		$125K Buy
+8,131
New +$124K ﹤0.01% 437

Other funds holding HYI

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Wells Fargo
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 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

Evercore Wealth Management's HYI Position: Q2 2017 in Review

Evercore Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2017, closing a stake of 8,131 shares — an estimated $125K sold.

Evercore Wealth Management first reported a position in HYI in Q1 2017 and held it in 1 quarter. The position peaked at $125K in Q1 2017. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2017.

  • Evercore Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 8,131 Western Asset High Yield Opportunity Fund Inc shares in Q2 2017, an estimated $125K.
  • Evercore Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $125K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.