Financial Gravity Asset Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-2	Closed	–	–	1526
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1349
2019 Q2	$0	Sell	2 -95	-98%	-$471	﹤0.01%	1412
2019 Q1	$0	Buy	+97	New	+$461	﹤0.01%	1408
2018 Q3	$3K	Buy	654 +59	+10%	+$283	﹤0.01%	855
2018 Q2	$3K	Buy	595 +172	+41%	+$830	﹤0.01%	887
2018 Q1	$2K	Buy	+423	New	+$2.09K	﹤0.01%	956

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PPA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's HIO Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2019, closing a stake of 2 shares.

Financial Gravity Asset Management first reported a position in HIO in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 97 funds tracked by Wall St. Rank hold HIO as of Q4 2019.

Financial Gravity Asset Management reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Western Asset High Income Opportunity Fund shares in Q4 2019.
Financial Gravity Asset Management first reported a position in Western Asset High Income Opportunity Fund in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Western Asset High Income Opportunity Fund position peaked at $3K in Q3 2018.
97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.