WAS
HIE

Winch Advisory Services’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Winch Advisory Services’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
2019
Q3 		– Sell
-500
Closed -$6K – 441
2019
Q2 		$6K Buy
+500
New +$5.69K ﹤0.01% 243

Other funds holding HIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winch Advisory Services's HIE Position: Q3 2019 in Review

Winch Advisory Services sold out of Miller/Howard High Income Equity Fund (HIE) in Q3 2019, closing a stake of 500 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in HIE in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 39 funds tracked by Wall St. Rank hold HIE as of Q3 2019.

  • Winch Advisory Services reported no remaining Miller/Howard High Income Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 500 Miller/Howard High Income Equity Fund shares in Q3 2019, an estimated $6K.
  • Winch Advisory Services first reported a position in Miller/Howard High Income Equity Fund in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's Miller/Howard High Income Equity Fund position peaked at $6K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.