SFA
HIE

Sequoia Financial Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Sequoia Financial Advisors’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
2020
Q2 		– Sell
-19,714
Closed -$111K – 406
2020
Q1 		$111K Buy
+19,714
New +$191K 0.01% 346

Other funds holding HIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Sequoia Financial Advisors's HIE Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Miller/Howard High Income Equity Fund (HIE) in Q2 2020, closing a stake of 19,714 shares — an estimated $111K sold.

Sequoia Financial Advisors first reported a position in HIE in Q1 2020 and held it in 1 quarter. The position peaked at $111K in Q1 2020. 44 funds tracked by Wall St. Rank hold HIE as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining Miller/Howard High Income Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 19,714 Miller/Howard High Income Equity Fund shares in Q2 2020, an estimated $111K.
  • Sequoia Financial Advisors first reported a position in Miller/Howard High Income Equity Fund in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's Miller/Howard High Income Equity Fund position peaked at $111K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.