LC
HYI

Lindbrook Capital’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Lindbrook Capital’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,000
Closed -$235K – 1757
2019
Q4 		$235K Sell
15,000
-11,226
-43% -$172K 0.08% 118
2019
Q3 		$398K Buy
26,226
+3,000
+13% +$45.6K 0.15% 66
2019
Q2 		$347K Buy
23,226
+242
+1% +$3.59K 0.13% 75
2019
Q1 		$339K Buy
+22,984
New +$328K 0.14% 77

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Lindbrook Capital's HYI Position: Q1 2020 in Review

Lindbrook Capital sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2020, closing a stake of 15,000 shares — an estimated $235K sold.

Lindbrook Capital first reported a position in HYI in Q1 2019 and held it in 4 quarters. The position peaked at $398K in Q3 2019. 46 funds tracked by Wall St. Rank hold HYI as of Q1 2020.

  • Lindbrook Capital reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 15,000 Western Asset High Yield Opportunity Fund Inc shares in Q1 2020, an estimated $235K.
  • Lindbrook Capital first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2019 and held it in 4 quarters.
  • Lindbrook Capital's Western Asset High Yield Opportunity Fund Inc position peaked at $398K in Q3 2019.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.