GRP
EHI

Global Retirement Partners’s Western Asset Global High Income Fund EHI Stock Holding History

Global Retirement Partners’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
2024
Q4 		– Sell
-1,546
Closed -$10.7K – 3685
2024
Q3 		$10.7K Hold
1,546
– – ﹤0.01% 2273
2024
Q2 		$10.9K Hold
1,546
– – ﹤0.01% 2285
2024
Q1 		$10.8K Hold
1,546
– – ﹤0.01% 2091
2023
Q4 		$11.1K Hold
1,546
– – ﹤0.01% 2034
2023
Q3 		$10K Hold
1,546
– – ﹤0.01% 1956
2023
Q2 		$11.3K Hold
1,546
– – ﹤0.01% 1923
2023
Q1 		$11.2K Hold
1,546
– – ﹤0.01% 1879
2022
Q4 		$10.5K Hold
1,546
– – ﹤0.01% 1759
2022
Q3 		$11K Hold
1,546
– – ﹤0.01% 1643
2022
Q2 		$11K Hold
1,546
– – ﹤0.01% 1587
2022
Q1 		$11K Hold
1,546
– – ﹤0.01% 1576
2021
Q4 		$16K Buy
+1,546
New +$15.5K 0.01% 130
2021
Q1 		– Sell
-27,309
Closed -$273K – 1807
2020
Q4 		$273K Buy
+27,309
New +$274K 0.03% 336

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Global Retirement Partners's EHI Position: Q4 2024 in Review

Global Retirement Partners sold out of Western Asset Global High Income Fund (EHI) in Q4 2024, closing a stake of 1,546 shares — an estimated $10.7K sold.

Global Retirement Partners first reported a position in EHI in Q4 2020 and held it in 13 quarters. The position peaked at $273K in Q4 2020. 47 funds tracked by Wall St. Rank hold EHI as of Q4 2024.

  • Global Retirement Partners reported no remaining Western Asset Global High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,546 Western Asset Global High Income Fund shares in Q4 2024, an estimated $10.7K.
  • Global Retirement Partners first reported a position in Western Asset Global High Income Fund in Q4 2020 and held it in 13 quarters.
  • Global Retirement Partners's Western Asset Global High Income Fund position peaked at $273K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.