SFS
HYI

Sowell Financial Services’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-13
Closed – – 2544
2019
Q4 		$0 Sell
13
-14
-52% -$214 ﹤0.01% 2582
2019
Q3 		$0 Buy
+27
New +$410 ﹤0.01% 2415

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Sowell Financial Services's HYI Position: Q1 2020 in Review

Sowell Financial Services sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2020, closing a stake of 13 shares.

Sowell Financial Services first reported a position in HYI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 46 funds tracked by Wall St. Rank hold HYI as of Q1 2020.

  • Sowell Financial Services reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 13 Western Asset High Yield Opportunity Fund Inc shares in Q1 2020.
  • Sowell Financial Services first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Western Asset High Yield Opportunity Fund Inc position peaked at $0 in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.