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

Dynasty 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 Q2	–	Sell	-12,469	Closed	-$60K	–	76
2018 Q1	$60K	Sell	12,469 -768	-6%	-$3.79K	0.03%	70
2017 Q4	$67K	Buy	+13,237	New	+$66.9K	0.12%	98

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

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Dynasty Wealth Management's HIO Position: Q2 2018 in Review

Dynasty Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2018, closing a stake of 12,469 shares — an estimated $60K sold.

Dynasty Wealth Management first reported a position in HIO in Q4 2017 and held it in 2 quarters. The position peaked at $67K in Q4 2017. 97 funds tracked by Wall St. Rank hold HIO as of Q2 2018.

Dynasty Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2018 after selling out during the quarter.
Dynasty Wealth Management sold 12,469 Western Asset High Income Opportunity Fund shares in Q2 2018, an estimated $60K.
Dynasty Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and held it in 2 quarters.
Dynasty Wealth Management's Western Asset High Income Opportunity Fund position peaked at $67K in Q4 2017.
97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2018.

Based on Dynasty Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.