CWM
HIO

Cornerstone Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-9,385
Closed -$1.83M – 679
2018
Q3 		$1.83M Buy
+9,385
New +$45K 0.02% 526

Other funds holding HIO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Cornerstone Wealth Management's HIO Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2018, closing a stake of 9,385 shares — an estimated $1.83M sold.

Cornerstone Wealth Management first reported a position in HIO in Q3 2018 and held it in 1 quarter. The position peaked at $1.83M in Q3 2018. 108 funds tracked by Wall St. Rank hold HIO as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,385 Western Asset High Income Opportunity Fund shares in Q4 2018, an estimated $1.83M.
  • Cornerstone Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Western Asset High Income Opportunity Fund position peaked at $1.83M in Q3 2018.
  • 108 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.