WLPWM
EHI

Walled Lake Planning & Wealth Management’s Western Asset Global High Income Fund EHI Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q1 		– Sell
-42
Closed – – 329
2020
Q4 		$0 Sell
42
-41
-49% -$411 ﹤0.01% 327
2020
Q3 		$1K Buy
83
+2
+2% +$19 ﹤0.01% 312
2020
Q2 		$1K Buy
81
+2
+3% +$17 ﹤0.01% 305
2020
Q1 		$1K Buy
+79
New +$747 ﹤0.01% 294

Other funds holding EHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EHI Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Western Asset Global High Income Fund (EHI) in Q1 2021, closing a stake of 42 shares.

Walled Lake Planning & Wealth Management first reported a position in EHI in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 39 funds tracked by Wall St. Rank hold EHI as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Western Asset Global High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 42 Western Asset Global High Income Fund shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Western Asset Global High Income Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Western Asset Global High Income Fund position peaked at $1K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.