GSC
HIX

Ground Swell Capital’s Western Asset High Income Fund II HIX Stock Holding History

Ground Swell Capital’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,749
Closed -$52K – 75
2022
Q4 		$52K Buy
+10,749
New +$51.8K 0.23% 44

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ground Swell Capital's HIX Position: Q1 2023 in Review

Ground Swell Capital sold out of Western Asset High Income Fund II (HIX) in Q1 2023, closing a stake of 10,749 shares — an estimated $52K sold.

Ground Swell Capital first reported a position in HIX in Q4 2022 and held it in 1 quarter. The position peaked at $52K in Q4 2022. 49 funds tracked by Wall St. Rank hold HIX as of Q1 2023.

  • Ground Swell Capital reported no remaining Western Asset High Income Fund II position as of Q1 2023 after selling out during the quarter.
  • Ground Swell Capital sold 10,749 Western Asset High Income Fund II shares in Q1 2023, an estimated $52K.
  • Ground Swell Capital first reported a position in Western Asset High Income Fund II in Q4 2022 and held it in 1 quarter.
  • Ground Swell Capital's Western Asset High Income Fund II position peaked at $52K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q1 2023.

Based on Ground Swell Capital's 13F filing for Q1 2023, filed 8 May 2023.