Principle Wealth Partners’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-3,429	Closed	-$48K	–	275
2020 Q2	$48K	Buy	+3,429	New	+$46.2K	0.01%	279
2019 Q4	–	Sell	-11,464	Closed	-$174K	–	171
2019 Q3	$174K	Hold	11,464	–	–	0.06%	162
2019 Q2	$172K	Buy	+11,464	New	+$170K	0.09%	137

Other funds holding HYI

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Principle Wealth Partners's HYI Position: Q3 2020 in Review

Principle Wealth Partners sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2020, closing a stake of 3,429 shares — an estimated $48K sold.

Principle Wealth Partners first reported a position in HYI in Q2 2019 and held it in 3 quarters. The position peaked at $174K in Q3 2019. 43 funds tracked by Wall St. Rank hold HYI as of Q3 2020.

Principle Wealth Partners reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 3,429 Western Asset High Yield Opportunity Fund Inc shares in Q3 2020, an estimated $48K.
Principle Wealth Partners first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2019 and held it in 3 quarters.
Principle Wealth Partners's Western Asset High Yield Opportunity Fund Inc position peaked at $174K in Q3 2019.
43 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.