BWA
HFRO

BDO Wealth Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

BDO Wealth Advisors’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-918
Closed -$9K – 1205
2020
Q4 		$9K Sell
918
-3,228
-78% -$28.7K ﹤0.01% 558
2020
Q3 		$36K Buy
4,146
+3,228
+352% +$27.2K 0.01% 364
2020
Q2 		$7K Hold
918
– – ﹤0.01% 532
2020
Q1 		$8K Hold
918
– – ﹤0.01% 560
2019
Q4 		$11K Hold
918
– – ﹤0.01% 426
2019
Q3 		$12K Hold
918
– – ﹤0.01% 441
2019
Q2 		$13K Hold
918
– – ﹤0.01% 424
2019
Q1 		$13K Hold
918
– – ﹤0.01% 404
2018
Q4 		$12K Buy
+918
New +$13.5K ﹤0.01% 388

Other funds holding HFRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

BDO Wealth Advisors's HFRO Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Highland Opportunities and Income Fund (HFRO) in Q1 2021, closing a stake of 918 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in HFRO in Q4 2018 and held it in 9 quarters. The position peaked at $36K in Q3 2020. 95 funds tracked by Wall St. Rank hold HFRO as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Highland Opportunities and Income Fund position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 918 Highland Opportunities and Income Fund shares in Q1 2021, an estimated $9K.
  • BDO Wealth Advisors first reported a position in Highland Opportunities and Income Fund in Q4 2018 and held it in 9 quarters.
  • BDO Wealth Advisors's Highland Opportunities and Income Fund position peaked at $36K in Q3 2020.
  • 95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.