Wealthfront
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Wealthfront’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Wealthfront’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
2014
Q3 		– Sell
-175
Closed -$3K – 685
2014
Q2 		$3K Buy
+175
New +$3.13K ﹤0.01% 545

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Morgan Stanley
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TAM
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Wealthfront's HYI Position: Q3 2014 in Review

Wealthfront sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2014, closing a stake of 175 shares — an estimated $3K sold.

Wealthfront first reported a position in HYI in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 38 funds tracked by Wall St. Rank hold HYI as of Q3 2014.

  • Wealthfront reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2014 after selling out during the quarter.
  • Wealthfront sold 175 Western Asset High Yield Opportunity Fund Inc shares in Q3 2014, an estimated $3K.
  • Wealthfront first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2014 and held it in 1 quarter.
  • Wealthfront's Western Asset High Yield Opportunity Fund Inc position peaked at $3K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.