FAG
EHI

Fortitude Advisory Group’s Western Asset Global High Income Fund EHI Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-5,300
Closed -$45K – 511
2022
Q1 		$45K Hold
5,300
– – 0.02% 565
2021
Q4 		$54K Buy
+5,300
New +$53.1K 0.03% 527

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortitude Advisory Group's EHI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Western Asset Global High Income Fund (EHI) in Q2 2022, closing a stake of 5,300 shares — an estimated $45K sold.

Fortitude Advisory Group first reported a position in EHI in Q4 2021 and held it in 2 quarters. The position peaked at $54K in Q4 2021. 40 funds tracked by Wall St. Rank hold EHI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Western Asset Global High Income Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 5,300 Western Asset Global High Income Fund shares in Q2 2022, an estimated $45K.
  • Fortitude Advisory Group first reported a position in Western Asset Global High Income Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Western Asset Global High Income Fund position peaked at $54K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.