MOS
HIE

MGO One Seven’s Miller/Howard High Income Equity Fund HIE Stock Holding History

MGO One Seven’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,864
Closed -$118K – 483
2019
Q3 		$118K Buy
10,864
+66
+0.6% +$728 0.03% 420
2019
Q2 		$119K Buy
10,798
+62
+0.6% +$706 0.04% 389
2019
Q1 		$122K Buy
10,736
+63
+0.6% +$713 0.04% 399
2018
Q4 		$101K Buy
10,673
+55
+0.5% +$621 0.04% 455
2018
Q3 		$130K Buy
+10,618
New +$133K 0.06% 340

Other funds holding HIE

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MGO One Seven's HIE Position: Q4 2019 in Review

MGO One Seven sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2019, closing a stake of 10,864 shares — an estimated $118K sold.

MGO One Seven first reported a position in HIE in Q3 2018 and held it in 5 quarters. The position peaked at $130K in Q3 2018. 36 funds tracked by Wall St. Rank hold HIE as of Q4 2019.

  • MGO One Seven reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2019 after selling out during the quarter.
  • MGO One Seven sold 10,864 Miller/Howard High Income Equity Fund shares in Q4 2019, an estimated $118K.
  • MGO One Seven first reported a position in Miller/Howard High Income Equity Fund in Q3 2018 and held it in 5 quarters.
  • MGO One Seven's Miller/Howard High Income Equity Fund position peaked at $130K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2019.

Based on MGO One Seven's 13F filing for Q4 2019, filed 16 Jan 2020.