MGIA
HYI

Moneta Group Investment Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Moneta Group Investment Advisors’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
2019
Q3 		– Sell
-2,672
Closed -$40K – 290
2019
Q2 		$40K Sell
2,672
-36
-1% -$534 ﹤0.01% 232
2019
Q1 		$40K Buy
+2,708
New +$38.7K ﹤0.01% 236

Other funds holding HYI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Moneta Group Investment Advisors's HYI Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2019, closing a stake of 2,672 shares — an estimated $40K sold.

Moneta Group Investment Advisors first reported a position in HYI in Q1 2019 and held it in 2 quarters. The position peaked at $40K in Q2 2019. 48 funds tracked by Wall St. Rank hold HYI as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,672 Western Asset High Yield Opportunity Fund Inc shares in Q3 2019, an estimated $40K.
  • Moneta Group Investment Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $40K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.