NCM
HYI

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

Nelson Capital 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
2018
Q1 		– Sell
-658
Closed -$10K – 285
2017
Q4 		$10K Buy
+658
New +$10.1K ﹤0.01% 227

Other funds holding HYI

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Morgan Stanley
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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 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

Nelson Capital Management's HYI Position: Q1 2018 in Review

Nelson Capital Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2018, closing a stake of 658 shares — an estimated $10K sold.

Nelson Capital Management first reported a position in HYI in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 50 funds tracked by Wall St. Rank hold HYI as of Q1 2018.

  • Nelson Capital Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2018 after selling out during the quarter.
  • Nelson Capital Management sold 658 Western Asset High Yield Opportunity Fund Inc shares in Q1 2018, an estimated $10K.
  • Nelson Capital Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2017 and held it in 1 quarter.
  • Nelson Capital Management's Western Asset High Yield Opportunity Fund Inc position peaked at $10K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.