CFA
HIO

Cahill Financial Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Cahill Financial Advisors’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
2014
Q1 		– Sell
-11,078
Closed -$66K – 113
2013
Q4 		$66K Buy
+11,078
New +$66.4K 0.06% 112

Other funds holding HIO

SCM
Saba Capital Management New York $3.62B AUM 13% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Cahill Financial Advisors's HIO Position: Q1 2014 in Review

Cahill Financial Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2014, closing a stake of 11,078 shares — an estimated $66K sold.

Cahill Financial Advisors first reported a position in HIO in Q4 2013 and held it in 1 quarter. The position peaked at $66K in Q4 2013. 63 funds tracked by Wall St. Rank hold HIO as of Q1 2014.

  • Cahill Financial Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 11,078 Western Asset High Income Opportunity Fund shares in Q1 2014, an estimated $66K.
  • Cahill Financial Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2013 and held it in 1 quarter.
  • Cahill Financial Advisors's Western Asset High Income Opportunity Fund position peaked at $66K in Q4 2013.
  • 63 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2014.

Based on Cahill Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.