IFP Advisors’s Western Asset Global High Income Fund EHI Stock Holding History

IFP Advisors’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
2023 Q3	–	Sell	-100	Closed	-$729	–	3372
2023 Q2	$729	Buy	+100	New	+$702	﹤0.01%	3139
2019 Q1	–	Sell	-1,981	Closed	-$16K	–	2632
2018 Q4	$16K	Buy	1,981 +724	+58%	+$6.31K	﹤0.01%	2240
2018 Q3	$11K	Sell	1,257 -798	-39%	-$7.31K	﹤0.01%	2789
2018 Q2	$19K	Buy	2,055 +35	+2%	+$328	﹤0.01%	2493
2018 Q1	$21K	Hold	2,020	–	–	﹤0.01%	2347
2017 Q4	$21K	Sell	2,020 -6,148	-75%	-$62.2K	﹤0.01%	2382
2017 Q3	$84K	Hold	8,168	–	–	﹤0.01%	1656
2017 Q2	$82K	Hold	8,168	–	–	﹤0.01%	1645
2017 Q1	$82K	Hold	8,168	–	–	﹤0.01%	1629
2016 Q4	$80K	Hold	8,168	–	–	﹤0.01%	1583
2016 Q3	$83K	Hold	8,168	–	–	﹤0.01%	1486
2016 Q2	$79K	Buy	+8,168	New	+$76.4K	﹤0.01%	1479
2016 Q1	–	Sell	-8,168	Closed	-$71K	–	2640
2015 Q4	$71K	Buy	+8,168	New	+$74.3K	﹤0.01%	1379

Other funds holding EHI

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's EHI Position: Q3 2023 in Review

IFP Advisors sold out of Western Asset Global High Income Fund (EHI) in Q3 2023, closing a stake of 100 shares — an estimated $729 sold.

IFP Advisors first reported a position in EHI in Q4 2015 and held it in 13 quarters. The position peaked at $84K in Q3 2017. 40 funds tracked by Wall St. Rank hold EHI as of Q3 2023.

IFP Advisors reported no remaining Western Asset Global High Income Fund position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 100 Western Asset Global High Income Fund shares in Q3 2023, an estimated $729.
IFP Advisors first reported a position in Western Asset Global High Income Fund in Q4 2015 and held it in 13 quarters.
IFP Advisors's Western Asset Global High Income Fund position peaked at $84K in Q3 2017.
40 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.