RIA
HYI

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

Realta 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
-3,610
Closed -$54K – 1693
2019
Q2 		$54K Buy
+3,610
New +$53.6K 0.02% 649

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Wells Fargo
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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

Realta Investment Advisors's HYI Position: Q3 2019 in Review

Realta Investment Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2019, closing a stake of 3,610 shares — an estimated $54K sold.

Realta Investment Advisors first reported a position in HYI in Q2 2019 and held it in 1 quarter. The position peaked at $54K in Q2 2019. 48 funds tracked by Wall St. Rank hold HYI as of Q3 2019.

  • Realta Investment Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 3,610 Western Asset High Yield Opportunity Fund Inc shares in Q3 2019, an estimated $54K.
  • Realta Investment Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $54K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.