LWA
HIX

Lenox Wealth Advisors’s Western Asset High Income Fund II HIX Stock Holding History

Lenox Wealth Advisors’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
2018
Q2 		– Sell
-300
Closed -$2K – 591
2018
Q1 		$2K Buy
+300
New +$2.03K ﹤0.01% 471

Other funds holding HIX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's HIX Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Western Asset High Income Fund II (HIX) in Q2 2018, closing a stake of 300 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in HIX in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 78 funds tracked by Wall St. Rank hold HIX as of Q2 2018.

  • Lenox Wealth Advisors reported no remaining Western Asset High Income Fund II position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 300 Western Asset High Income Fund II shares in Q2 2018, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Western Asset High Income Fund II in Q1 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's Western Asset High Income Fund II position peaked at $2K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.