Ken Fisher
HIX

Ken Fisher’s Western Asset High Income Fund II HIX Stock Holding History

Ken Fisher’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
2017
Q3 		– Sell
-14,375
Closed -$103K – 804
2017
Q2 		$103K Buy
+14,375
New +$105K ﹤0.01% 732

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ken Fisher's HIX Position: Q3 2017 in Review

Ken Fisher sold out of Western Asset High Income Fund II (HIX) in Q3 2017, closing a stake of 14,375 shares — an estimated $103K sold.

Ken Fisher first reported a position in HIX in Q2 2017 and held it in 1 quarter. The position peaked at $103K in Q2 2017. 67 funds tracked by Wall St. Rank hold HIX as of Q3 2017.

  • Ken Fisher reported no remaining Western Asset High Income Fund II position as of Q3 2017 after selling out during the quarter.
  • Ken Fisher sold 14,375 Western Asset High Income Fund II shares in Q3 2017, an estimated $103K.
  • Ken Fisher first reported a position in Western Asset High Income Fund II in Q2 2017 and held it in 1 quarter.
  • Ken Fisher's Western Asset High Income Fund II position peaked at $103K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q3 2017.

Based on Fisher Asset Management's 13F filing for Q3 2017, filed 17 Oct 2017.