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

Financial Gravity Companies’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 Q4	$0	Buy	+98	New	+$446	﹤0.01%	1438
2018 Q1	$2K	Buy	423 +175	+71%	+$864	﹤0.01%	956
2017 Q4	$1K	Buy	+248	New	+$1.25K	﹤0.01%	1119

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

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

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

Financial Gravity Companies's HIO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q4 2018: 98 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HIO as recently as Q1 2018.

Financial Gravity Companies first reported a position in HIO in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 108 funds tracked by Wall St. Rank hold HIO as of Q4 2018.

Financial Gravity Companies held 98 shares of Western Asset High Income Opportunity Fund worth $0 as of Q4 2018.
Western Asset High Income Opportunity Fund was a new Financial Gravity Companies position in Q4 2018.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1438 holding.
Financial Gravity Companies first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Western Asset High Income Opportunity Fund position peaked at $2K in Q1 2018.
108 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.