BAM
HFRO

Bruderman Asset Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-82
Closed -$1K – 299
2019
Q1 		$1K Hold
82
– – ﹤0.01% 601
2018
Q4 		$1K Buy
+82
New +$1.21K ﹤0.01% 607

Other funds holding HFRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bruderman Asset Management's HFRO Position: Q2 2019 in Review

Bruderman Asset Management sold out of Highland Opportunities and Income Fund (HFRO) in Q2 2019, closing a stake of 82 shares — an estimated $1K sold.

Bruderman Asset Management first reported a position in HFRO in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 77 funds tracked by Wall St. Rank hold HFRO as of Q2 2019.

  • Bruderman Asset Management reported no remaining Highland Opportunities and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 82 Highland Opportunities and Income Fund shares in Q2 2019, an estimated $1K.
  • Bruderman Asset Management first reported a position in Highland Opportunities and Income Fund in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Highland Opportunities and Income Fund position peaked at $1K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.