WA
EHI

WFG Advisors’s Western Asset Global High Income Fund EHI Stock Holding History

WFG Advisors’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
2013
Q4 		– Sell
-310
Closed -$4K – 2238
2013
Q3 		$4K Hold
310
– – ﹤0.01% 1784
2013
Q2 		$4K Buy
+310
New +$4.18K ﹤0.01% 1714

Other funds holding EHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

WFG Advisors's EHI Position: Q4 2013 in Review

WFG Advisors sold out of Western Asset Global High Income Fund (EHI) in Q4 2013, closing a stake of 310 shares — an estimated $4K sold.

WFG Advisors first reported a position in EHI in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 41 funds tracked by Wall St. Rank hold EHI as of Q4 2013.

  • WFG Advisors reported no remaining Western Asset Global High Income Fund position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 310 Western Asset Global High Income Fund shares in Q4 2013, an estimated $4K.
  • WFG Advisors first reported a position in Western Asset Global High Income Fund in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's Western Asset Global High Income Fund position peaked at $4K in Q3 2013.
  • 41 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.