FUBT
HIE

First United Bank & Trust’s Miller/Howard High Income Equity Fund HIE Stock Holding History

First United Bank & Trust’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,761
Closed -$18.7K – 444
2023
Q4 		$18.7K Buy
+1,761
New +$17.7K 0.01% 309

Other funds holding HIE

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First United Bank & Trust's HIE Position: Q1 2024 in Review

First United Bank & Trust sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2024, closing a stake of 1,761 shares — an estimated $18.7K sold.

First United Bank & Trust first reported a position in HIE in Q4 2023 and held it in 1 quarter. The position peaked at $18.7K in Q4 2023. 38 funds tracked by Wall St. Rank hold HIE as of Q1 2024.

  • First United Bank & Trust reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2024 after selling out during the quarter.
  • First United Bank & Trust sold 1,761 Miller/Howard High Income Equity Fund shares in Q1 2024, an estimated $18.7K.
  • First United Bank & Trust first reported a position in Miller/Howard High Income Equity Fund in Q4 2023 and held it in 1 quarter.
  • First United Bank & Trust's Miller/Howard High Income Equity Fund position peaked at $18.7K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2024.

Based on First United Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.