SCM
EHI

Shelton Capital Management’s Western Asset Global High Income Fund EHI Stock Holding History

Shelton Capital Management’s Portfolio EHI Stock Details EHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-70,865
Closed -$683K – 752
2020
Q3 		$683K Buy
+70,865
New +$691K 0.03% 390

Other funds holding EHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shelton Capital Management's EHI Position: Q4 2020 in Review

Shelton Capital Management sold out of Western Asset Global High Income Fund (EHI) in Q4 2020, closing a stake of 70,865 shares — an estimated $683K sold.

Shelton Capital Management first reported a position in EHI in Q3 2020 and held it in 1 quarter. The position peaked at $683K in Q3 2020. 42 funds tracked by Wall St. Rank hold EHI as of Q4 2020.

  • Shelton Capital Management reported no remaining Western Asset Global High Income Fund position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 70,865 Western Asset Global High Income Fund shares in Q4 2020, an estimated $683K.
  • Shelton Capital Management first reported a position in Western Asset Global High Income Fund in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's Western Asset Global High Income Fund position peaked at $683K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.