WA
HIE

WFG Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

WFG Advisors’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$27K Hold
2,000
– – 0.01% 872
2017
Q1 		$27K Hold
2,000
– – 0.01% 818
2016
Q4 		$25K Buy
+2,000
New +$24K 0.01% 886

Other funds holding HIE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFG Advisors's HIE Position: Q2 2017 in Review

WFG Advisors held its Miller/Howard High Income Equity Fund (HIE) position steady in Q2 2017 at 2,000 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #872.

WFG Advisors first reported a position in HIE in Q4 2016 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold HIE as of Q2 2017.

  • WFG Advisors held 2,000 shares of Miller/Howard High Income Equity Fund worth $27K as of Q2 2017.
  • WFG Advisors left its Miller/Howard High Income Equity Fund share count unchanged in Q2 2017.
  • Miller/Howard High Income Equity Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #872 holding.
  • WFG Advisors first reported a position in Miller/Howard High Income Equity Fund in Q4 2016 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.