GRP
HIE

Global Retirement Partners’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Global Retirement Partners’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
2018
Q4 		– Sell
-250
Closed -$3K – 1583
2018
Q3 		$3K Hold
250
– – ﹤0.01% 1360
2018
Q2 		$3K Hold
250
– – ﹤0.01% 1344
2018
Q1 		$3K Buy
+250
New +$3.11K ﹤0.01% 1297

Other funds holding HIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's HIE Position: Q4 2018 in Review

Global Retirement Partners sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2018, closing a stake of 250 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in HIE in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 34 funds tracked by Wall St. Rank hold HIE as of Q4 2018.

  • Global Retirement Partners reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 250 Miller/Howard High Income Equity Fund shares in Q4 2018, an estimated $3K.
  • Global Retirement Partners first reported a position in Miller/Howard High Income Equity Fund in Q1 2018 and held it in 3 quarters.
  • Global Retirement Partners's Miller/Howard High Income Equity Fund position peaked at $3K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.