Clarus Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-7,149	Closed	-$37K	–	317
2019 Q2	$37K	Buy	7,149 +125	+2%	+$620	0.03%	304
2019 Q1	$34K	Buy	7,024 +76	+1%	+$361	0.03%	347
2018 Q4	$30K	Buy	6,948 +159	+2%	+$724	0.05%	336
2018 Q3	$32K	Buy	6,789 +111	+2%	+$533	0.02%	361
2018 Q2	$32K	Buy	+6,678	New	+$32.2K	0.02%	354
2018 Q1	–	Sell	-14,211	Closed	-$72K	–	137
2017 Q4	$72K	Buy	+14,211	New	+$71.8K	0.07%	120

Other funds holding HIO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Clarus Wealth Advisors's HIO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2019, closing a stake of 7,149 shares — an estimated $37K sold.

Clarus Wealth Advisors first reported a position in HIO in Q4 2017 and held it in 6 quarters. The position peaked at $72K in Q4 2017. 80 funds tracked by Wall St. Rank hold HIO as of Q3 2019.

Clarus Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 7,149 Western Asset High Income Opportunity Fund shares in Q3 2019, an estimated $37K.
Clarus Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and held it in 6 quarters.
Clarus Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $72K in Q4 2017.
80 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.