United Capital Financial Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-65,075
| Closed | -$397K | – | 1232 |
|
|
2020
Q2 | $397K | Sell |
65,075
-6,187
| -9% | -$37.7K | ﹤0.01% | 933 |
|
|
2020
Q1 | $401K | Sell |
71,262
-12,469
| -15% | -$70.2K | ﹤0.01% | 891 |
|
|
2019
Q4 | $942K | Sell |
83,731
-90
| -0.1% | -$1.01K | 0.01% | 796 |
|
|
2019
Q3 | $913K | Buy |
83,821
+5,202
| +7% | +$56.7K | 0.01% | 769 |
|
|
2019
Q2 | $873K | Buy |
78,619
+21,959
| +39% | +$244K | 0.01% | 852 |
|
|
2019
Q1 | $644K | Buy |
+56,660
| New | +$644K | ﹤0.01% | 898 |
|