Sonora Investment Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Sonora Investment 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
2021 Q3	$293K	Sell	18,390 -610	-3%	-$9.59K	0.04%	170
2021 Q2	$298K	Hold	19,000	–	–	0.04%	163
2021 Q1	$293K	Hold	19,000	–	–	0.02%	253
2020 Q4	$293K	Hold	19,000	–	–	0.02%	257
2020 Q3	$267K	Hold	19,000	–	–	0.02%	245
2020 Q2	$265K	Hold	19,000	–	–	0.03%	227
2020 Q1	$234K	Hold	19,000	–	–	0.03%	220
2019 Q4	$297K	Hold	19,000	–	–	0.03%	225
2019 Q3	$288K	Hold	19,000	–	–	0.03%	223
2019 Q2	$284K	Hold	19,000	–	–	0.03%	224
2019 Q1	$281K	Hold	19,000	–	–	0.03%	209
2018 Q4	$250K	Hold	19,000	–	–	0.04%	203
2018 Q3	$276K	Hold	19,000	–	–	0.04%	194
2018 Q2	$277K	Hold	19,000	–	–	0.04%	185
2018 Q1	$277K	Hold	19,000	–	–	0.04%	177
2017 Q4	$287K	Hold	19,000	–	–	0.05%	176
2017 Q3	$295K	Hold	19,000	–	–	0.05%	173
2017 Q2	$290K	Hold	19,000	–	–	0.05%	166
2017 Q1	$292K	Hold	19,000	–	–	0.06%	162
2016 Q4	$286K	Hold	19,000	–	–	0.06%	157
2016 Q3	$293K	Hold	19,000	–	–	0.06%	149
2016 Q2	$285K	Hold	19,000	–	–	0.07%	137
2016 Q1	$269K	Buy	+19,000	New	+$257K	0.06%	142

Other funds holding HYI

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

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

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

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Sonora Investment Management's HYI Position: Q3 2021 in Review

Sonora Investment Management reduced its Western Asset High Yield Opportunity Fund Inc (HYI) stake by 3.2% in Q3 2021, selling an estimated $9.59K and leaving 18,390 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #170.

Sonora Investment Management first reported a position in HYI in Q1 2016 and has held it in 23 quarters since. The position peaked at $298K in Q2 2021. 46 funds tracked by Wall St. Rank hold HYI as of Q3 2021.

Sonora Investment Management held 18,390 shares of Western Asset High Yield Opportunity Fund Inc worth $293K as of Q3 2021.
Sonora Investment Management sold 610 Western Asset High Yield Opportunity Fund Inc shares in Q3 2021, an estimated $9.59K.
Western Asset High Yield Opportunity Fund Inc made up 0.04% of Sonora Investment Management's portfolio in Q3 2021, its #170 holding.
Sonora Investment Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2016 and has held it in 23 quarters since.
Sonora Investment Management's Western Asset High Yield Opportunity Fund Inc position peaked at $298K in Q2 2021.
46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.