EWM
HIO

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

EPG 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
2020
Q2 		– Sell
-1,069
Closed -$5K – 402
2020
Q1 		$5K Sell
1,069
-1,042
-49% -$5K ﹤0.01% 584
2019
Q4 		$11K Buy
+2,111
New +$10.6K 0.01% 421

Other funds holding HIO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

EPG Wealth Management's HIO Position: Q2 2020 in Review

EPG Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2020, closing a stake of 1,069 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in HIO in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 89 funds tracked by Wall St. Rank hold HIO as of Q2 2020.

  • EPG Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,069 Western Asset High Income Opportunity Fund shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Western Asset High Income Opportunity Fund position peaked at $11K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.