WP
EHI

WealthShield Partners’s Western Asset Global High Income Fund EHI Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-4,029
Closed -$43K – 366
2021
Q2 		$43K Hold
4,029
– – 0.01% 505
2021
Q1 		$42K Buy
+4,029
New +$41.2K 0.01% 486

Other funds holding EHI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WealthShield Partners's EHI Position: Q3 2021 in Review

WealthShield Partners sold out of Western Asset Global High Income Fund (EHI) in Q3 2021, closing a stake of 4,029 shares — an estimated $43K sold.

WealthShield Partners first reported a position in EHI in Q1 2021 and held it in 2 quarters. The position peaked at $43K in Q2 2021. 39 funds tracked by Wall St. Rank hold EHI as of Q3 2021.

  • WealthShield Partners reported no remaining Western Asset Global High Income Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 4,029 Western Asset Global High Income Fund shares in Q3 2021, an estimated $43K.
  • WealthShield Partners first reported a position in Western Asset Global High Income Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Western Asset Global High Income Fund position peaked at $43K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.