SWP
HIE

Stratos Wealth Partners’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,250
Closed -$15K – 2596
2018
Q3 		$15K Buy
+1,250
New +$15.7K ﹤0.01% 2012
2018
Q2 		– Sell
-500
Closed -$6K – 2678
2018
Q1 		$6K Hold
500
– – ﹤0.01% 2565
2017
Q4 		$6K Buy
+500
New +$6.51K ﹤0.01% 2355

Other funds holding HIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's HIE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2018, closing a stake of 1,250 shares — an estimated $15K sold.

Stratos Wealth Partners first reported a position in HIE in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 34 funds tracked by Wall St. Rank hold HIE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,250 Miller/Howard High Income Equity Fund shares in Q4 2018, an estimated $15K.
  • Stratos Wealth Partners first reported a position in Miller/Howard High Income Equity Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Miller/Howard High Income Equity Fund position peaked at $15K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.