UCFA
HYI

United Capital Financial Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

United Capital Financial Advisors’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
2015
Q3 		– Sell
-95,101
Closed -$1.47M – 1278
2015
Q2 		$1.47M Sell
95,101
-56,816
-37% -$921K 0.02% 653
2015
Q1 		$2.51M Buy
151,917
+40,732
+37% +$649K 0.03% 505
2014
Q4 		$1.75M Buy
111,185
+74,430
+203% +$1.21M 0.03% 508
2014
Q3 		$611K Buy
36,755
+7,169
+24% +$124K 0.01% 734
2014
Q2 		$530K Buy
+29,586
New +$530K 0.01% 671

Other funds holding HYI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

United Capital Financial Advisors's HYI Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2015, closing a stake of 95,101 shares — an estimated $1.47M sold.

United Capital Financial Advisors first reported a position in HYI in Q2 2014 and held it in 5 quarters. The position peaked at $2.51M in Q1 2015. 38 funds tracked by Wall St. Rank hold HYI as of Q3 2015.

  • United Capital Financial Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 95,101 Western Asset High Yield Opportunity Fund Inc shares in Q3 2015, an estimated $1.47M.
  • United Capital Financial Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $2.51M in Q1 2015.
  • 38 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.