United Capital Financial Advisors’s Western Asset Global High Income Fund EHI Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-18,083	Closed	-$135K	–	1203
2020 Q1	$135K	Hold	18,083	–	–	﹤0.01%	1105
2019 Q4	$181K	Hold	18,083	–	–	﹤0.01%	1297
2019 Q3	$180K	Hold	18,083	–	–	﹤0.01%	1211
2019 Q2	$180K	Hold	18,083	–	–	﹤0.01%	1376
2019 Q1	$170K	Hold	18,083	–	–	﹤0.01%	1288
2018 Q4	$150K	Hold	18,083	–	–	﹤0.01%	1221
2018 Q3	$165K	Hold	18,083	–	–	﹤0.01%	1269
2018 Q2	$165K	Hold	18,083	–	–	﹤0.01%	1243
2018 Q1	$170K	Hold	18,083	–	–	﹤0.01%	1249
2017 Q4	$185K	Hold	18,083	–	–	﹤0.01%	1247
2017 Q3	$186K	Hold	18,083	–	–	﹤0.01%	1243
2017 Q2	$182K	Hold	18,083	–	–	﹤0.01%	1220
2017 Q1	$183K	Hold	18,083	–	–	﹤0.01%	1189
2016 Q4	$178K	Sell	18,083 -84	-0.5%	-$817	﹤0.01%	1198
2016 Q3	$185K	Hold	18,167	–	–	﹤0.01%	1198
2016 Q2	$182K	Hold	18,167	–	–	﹤0.01%	1182
2016 Q1	$164K	Hold	18,167	–	–	﹤0.01%	1149
2015 Q4	$158K	Buy	+18,167	New	+$165K	﹤0.01%	1149

Other funds holding EHI

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's EHI Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Western Asset Global High Income Fund (EHI) in Q2 2020, closing a stake of 18,083 shares — an estimated $135K sold.

United Capital Financial Advisors first reported a position in EHI in Q4 2015 and held it in 18 quarters. The position peaked at $186K in Q3 2017. 51 funds tracked by Wall St. Rank hold EHI as of Q2 2020.

United Capital Financial Advisors reported no remaining Western Asset Global High Income Fund position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 18,083 Western Asset Global High Income Fund shares in Q2 2020, an estimated $135K.
United Capital Financial Advisors first reported a position in Western Asset Global High Income Fund in Q4 2015 and held it in 18 quarters.
United Capital Financial Advisors's Western Asset Global High Income Fund position peaked at $186K in Q3 2017.
51 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.