FCG
HFRO

Financial Connections Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

Financial Connections Group’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-333
Closed -$3K – 289
2022
Q1 		$3K Buy
+333
New +$3.8K ﹤0.01% 245

Other funds holding HFRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Financial Connections Group's HFRO Position: Q2 2022 in Review

Financial Connections Group sold out of Highland Opportunities and Income Fund (HFRO) in Q2 2022, closing a stake of 333 shares — an estimated $3K sold.

Financial Connections Group first reported a position in HFRO in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 101 funds tracked by Wall St. Rank hold HFRO as of Q2 2022.

  • Financial Connections Group reported no remaining Highland Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Financial Connections Group sold 333 Highland Opportunities and Income Fund shares in Q2 2022, an estimated $3K.
  • Financial Connections Group first reported a position in Highland Opportunities and Income Fund in Q1 2022 and held it in 1 quarter.
  • Financial Connections Group's Highland Opportunities and Income Fund position peaked at $3K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2022.

Based on Financial Connections Group's 13F filing for Q2 2022, filed 22 Jul 2022.