IWP
HIX

IAG Wealth Partners’s Western Asset High Income Fund II HIX Stock Holding History

IAG Wealth Partners’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
2020
Q3 		– Sell
-1,432
Closed -$9K – 394
2020
Q2 		$9K Hold
1,432
– – ﹤0.01% 236
2020
Q1 		$8K Buy
+1,432
New +$9.03K 0.01% 233

Other funds holding HIX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IAG Wealth Partners's HIX Position: Q3 2020 in Review

IAG Wealth Partners sold out of Western Asset High Income Fund II (HIX) in Q3 2020, closing a stake of 1,432 shares — an estimated $9K sold.

IAG Wealth Partners first reported a position in HIX in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 87 funds tracked by Wall St. Rank hold HIX as of Q3 2020.

  • IAG Wealth Partners reported no remaining Western Asset High Income Fund II position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 1,432 Western Asset High Income Fund II shares in Q3 2020, an estimated $9K.
  • IAG Wealth Partners first reported a position in Western Asset High Income Fund II in Q1 2020 and held it in 2 quarters.
  • IAG Wealth Partners's Western Asset High Income Fund II position peaked at $9K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.