WP
HYI

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

WealthShield Partners’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
2021
Q3 		– Sell
-2,390
Closed -$37K – 458
2021
Q2 		$37K Buy
2,390
+361
+18% +$5.57K 0.01% 533
2021
Q1 		$31K Buy
+2,029
New +$31K 0.01% 564

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthShield Partners's HYI Position: Q3 2021 in Review

WealthShield Partners sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2021, closing a stake of 2,390 shares — an estimated $37K sold.

WealthShield Partners first reported a position in HYI in Q1 2021 and held it in 2 quarters. The position peaked at $37K in Q2 2021. 46 funds tracked by Wall St. Rank hold HYI as of Q3 2021.

  • WealthShield Partners reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,390 Western Asset High Yield Opportunity Fund Inc shares in Q3 2021, an estimated $37K.
  • WealthShield Partners first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Western Asset High Yield Opportunity Fund Inc position peaked at $37K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2021.

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