Telemus Capital’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Telemus Capital’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 Q2	–	Sell	-19,300	Closed	-$295K	–	368
2021 Q1	$295K	Hold	19,300	–	–	0.02%	325
2020 Q4	$298K	Hold	19,300	–	–	0.02%	321
2020 Q3	$274K	Hold	19,300	–	–	0.02%	383
2020 Q2	$268K	Buy	+19,300	New	+$260K	0.02%	356
2018 Q1	–	Sell	-26,800	Closed	-$405K	–	472
2017 Q4	$405K	Hold	26,800	–	–	0.03%	324
2017 Q3	$417K	Hold	26,800	–	–	0.05%	227
2017 Q2	$410K	Hold	26,800	–	–	0.04%	261
2017 Q1	$412K	Hold	26,800	–	–	0.04%	245
2016 Q4	$403K	Hold	26,800	–	–	0.05%	220
2016 Q3	$413K	Hold	26,800	–	–	0.05%	241
2016 Q2	$403K	Hold	26,800	–	–	0.05%	238
2016 Q1	$374K	Buy	+26,800	New	+$362K	0.06%	221

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

RJA

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

Telemus Capital's HYI Position: Q2 2021 in Review

Telemus Capital sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2021, closing a stake of 19,300 shares — an estimated $295K sold.

Telemus Capital first reported a position in HYI in Q1 2016 and held it in 12 quarters. The position peaked at $417K in Q3 2017. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2021.

Telemus Capital reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2021 after selling out during the quarter.
Telemus Capital sold 19,300 Western Asset High Yield Opportunity Fund Inc shares in Q2 2021, an estimated $295K.
Telemus Capital first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2016 and held it in 12 quarters.
Telemus Capital's Western Asset High Yield Opportunity Fund Inc position peaked at $417K in Q3 2017.
47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2021.

Based on Telemus Capital's 13F filing for Q2 2021, filed 9 Aug 2021.