BIG
HIO

Bellwether Investment Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Bellwether Investment Group’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-924
Closed -$5K – 297
2017
Q1 		$5K Hold
924
– – 0.01% 618
2016
Q4 		$5K Buy
+924
New +$4.57K ﹤0.01% 784

Other funds holding HIO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Bellwether Investment Group's HIO Position: Q2 2017 in Review

Bellwether Investment Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2017, closing a stake of 924 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in HIO in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 91 funds tracked by Wall St. Rank hold HIO as of Q2 2017.

  • Bellwether Investment Group reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 924 Western Asset High Income Opportunity Fund shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Western Asset High Income Opportunity Fund in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Western Asset High Income Opportunity Fund position peaked at $5K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.