SPIA
HIE

Steward Partners Investment Advisory’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-740
Closed -$9.02K – 4136
2024
Q3 		$9.02K Buy
+740
New +$8.65K ﹤0.01% 2985
2023
Q1 		– Sell
-2,500
Closed -$26.1K – 3439
2022
Q4 		$26.1K Hold
2,500
– – ﹤0.01% 2113
2022
Q3 		$23K Hold
2,500
– – ﹤0.01% 2170
2022
Q2 		$23K Hold
2,500
– – ﹤0.01% 2172
2022
Q1 		$28K Hold
2,500
– – ﹤0.01% 2213
2021
Q4 		$26K Hold
2,500
– – ﹤0.01% 2221
2021
Q3 		$25K Hold
2,500
– – ﹤0.01% 2234
2021
Q2 		$26K Sell
2,500
-4,559
-65% -$46.2K ﹤0.01% 4566
2021
Q1 		$67.8K Buy
7,059
+4,559
+182% +$39.5K ﹤0.01% 1836
2020
Q4 		$19K Hold
2,500
– – ﹤0.01% 2084
2020
Q3 		$15K Buy
+2,500
New +$15.9K ﹤0.01% 1997

Steward Partners Investment Advisory's HIE Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2024, closing a stake of 740 shares — an estimated $9.02K sold.

Steward Partners Investment Advisory first reported a position in HIE in Q3 2020 and held it in 11 quarters. The position peaked at $67.8K in Q1 2021. 0 funds tracked by Wall St. Rank hold HIE as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 740 Miller/Howard High Income Equity Fund shares in Q4 2024, an estimated $9.02K.
  • Steward Partners Investment Advisory first reported a position in Miller/Howard High Income Equity Fund in Q3 2020 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Miller/Howard High Income Equity Fund position peaked at $67.8K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.