MWM
HYI

Merriman Wealth Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Merriman Wealth Management’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
2014
Q1 		– Sell
-12,340
Closed -$219K – 65
2013
Q4 		$219K Buy
+12,340
New +$219K 0.09% 75

Other funds holding HYI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Merriman Wealth Management's HYI Position: Q1 2014 in Review

Merriman Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2014, closing a stake of 12,340 shares — an estimated $219K sold.

Merriman Wealth Management first reported a position in HYI in Q4 2013 and held it in 1 quarter. The position peaked at $219K in Q4 2013. 34 funds tracked by Wall St. Rank hold HYI as of Q1 2014.

  • Merriman Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 12,340 Western Asset High Yield Opportunity Fund Inc shares in Q1 2014, an estimated $219K.
  • Merriman Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $219K in Q4 2013.
  • 34 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.