SFS
EHI

Sowell Financial Services’s Western Asset Global High Income Fund EHI Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-10
Closed – – 2571
2020
Q2 		$0 Hold
10
– – ﹤0.01% 2506
2020
Q1 		$0 Sell
10
-34
-77% -$322 ﹤0.01% 2483
2019
Q4 		$0 Sell
44
-11
-20% -$108 ﹤0.01% 2542
2019
Q3 		$1K Buy
+55
New +$543 ﹤0.01% 2225

Other funds holding EHI

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sowell Financial Services's EHI Position: Q3 2020 in Review

Sowell Financial Services sold out of Western Asset Global High Income Fund (EHI) in Q3 2020, closing a stake of 10 shares.

Sowell Financial Services first reported a position in EHI in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 59 funds tracked by Wall St. Rank hold EHI as of Q3 2020.

  • Sowell Financial Services reported no remaining Western Asset Global High Income Fund position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 10 Western Asset Global High Income Fund shares in Q3 2020.
  • Sowell Financial Services first reported a position in Western Asset Global High Income Fund in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Western Asset Global High Income Fund position peaked at $1K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.