EWA
HIO

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

EP 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
2022
Q2 		– Sell
-24,801
Closed -$111K – 664
2022
Q1 		$111K Buy
+24,801
New +$116K ﹤0.01% 618

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

EP Wealth Advisors's HIO Position: Q2 2022 in Review

EP Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2022, closing a stake of 24,801 shares — an estimated $111K sold.

EP Wealth Advisors first reported a position in HIO in Q1 2022 and held it in 1 quarter. The position peaked at $111K in Q1 2022. 109 funds tracked by Wall St. Rank hold HIO as of Q2 2022.

  • EP Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 24,801 Western Asset High Income Opportunity Fund shares in Q2 2022, an estimated $111K.
  • EP Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $111K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.