GJWM
HYI

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

Gilliland Jeter 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
2024
Q4 		– Sell
-529
Closed -$6.55K – 381
2024
Q3 		$6.55K Hold
529
– – ﹤0.01% 491
2024
Q2 		$6.14K Hold
529
– – ﹤0.01% 483
2024
Q1 		$6.33K Buy
+529
New +$6.37K ﹤0.01% 474

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 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

Gilliland Jeter Wealth Management's HYI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2024, closing a stake of 529 shares — an estimated $6.55K sold.

Gilliland Jeter Wealth Management first reported a position in HYI in Q1 2024 and held it in 3 quarters. The position peaked at $6.55K in Q3 2024. 55 funds tracked by Wall St. Rank hold HYI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 529 Western Asset High Yield Opportunity Fund Inc shares in Q4 2024, an estimated $6.55K.
  • Gilliland Jeter Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $6.55K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.