LWANC
EHI

Laurel Wealth Advisors (North Carolina)’s Western Asset Global High Income Fund EHI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024
Q3 		– Sell
-9
Closed -$59 – 716
2024
Q2 		$59 Buy
+9
New +$63 ﹤0.01% 640

Other funds holding EHI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EHI Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Western Asset Global High Income Fund (EHI) in Q3 2024, closing a stake of 9 shares — an estimated $59 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EHI in Q2 2024 and held it in 1 quarter. The position peaked at $59 in Q2 2024. 46 funds tracked by Wall St. Rank hold EHI as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Western Asset Global High Income Fund position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 9 Western Asset Global High Income Fund shares in Q3 2024, an estimated $59.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Western Asset Global High Income Fund in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Western Asset Global High Income Fund position peaked at $59 in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.