JWCA
HIE

J.W. Cole Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

J.W. Cole Advisors’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
2020
Q4 		– Sell
-14,300
Closed -$88K – 900
2020
Q3 		$88K Buy
+14,300
New +$90.7K 0.01% 738

Other funds holding HIE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

J.W. Cole Advisors's HIE Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2020, closing a stake of 14,300 shares — an estimated $88K sold.

J.W. Cole Advisors first reported a position in HIE in Q3 2020 and held it in 1 quarter. The position peaked at $88K in Q3 2020. 43 funds tracked by Wall St. Rank hold HIE as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,300 Miller/Howard High Income Equity Fund shares in Q4 2020, an estimated $88K.
  • J.W. Cole Advisors first reported a position in Miller/Howard High Income Equity Fund in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Miller/Howard High Income Equity Fund position peaked at $88K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.