United Capital Financial Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

United Capital Financial Advisors’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
2020 Q3	–	Sell	-65,075	Closed	-$397K	–	1239
2020 Q2	$397K	Sell	65,075 -6,187	-9%	-$36.2K	﹤0.01%	939
2020 Q1	$401K	Sell	71,262 -12,469	-15%	-$121K	﹤0.01%	896
2019 Q4	$942K	Sell	83,731 -90	-0.1%	-$1.03K	0.01%	800
2019 Q3	$913K	Buy	83,821 +5,202	+7%	+$57.4K	0.01%	774
2019 Q2	$873K	Buy	78,619 +21,959	+39%	+$250K	0.01%	858
2019 Q1	$644K	Buy	+56,660	New	+$641K	﹤0.01%	904

Other funds holding HIE

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

SCM

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

United Capital Financial Advisors's HIE Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Miller/Howard High Income Equity Fund (HIE) in Q3 2020, closing a stake of 65,075 shares — an estimated $397K sold.

United Capital Financial Advisors first reported a position in HIE in Q1 2019 and held it in 6 quarters. The position peaked at $942K in Q4 2019. 40 funds tracked by Wall St. Rank hold HIE as of Q3 2020.

United Capital Financial Advisors reported no remaining Miller/Howard High Income Equity Fund position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 65,075 Miller/Howard High Income Equity Fund shares in Q3 2020, an estimated $397K.
United Capital Financial Advisors first reported a position in Miller/Howard High Income Equity Fund in Q1 2019 and held it in 6 quarters.
United Capital Financial Advisors's Miller/Howard High Income Equity Fund position peaked at $942K in Q4 2019.
40 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.