Freedom Investment Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Freedom Investment 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 Q1	–	Sell	-13,002	Closed	-$57K	–	728
2018 Q4	$57K	Sell	13,002 -1,053	-7%	-$4.79K	﹤0.01%	749
2018 Q3	$68K	Buy	14,055 +1,121	+9%	+$5.38K	﹤0.01%	894
2018 Q2	$62K	Buy	12,934 +592	+5%	+$2.86K	﹤0.01%	942
2018 Q1	$59K	Buy	12,342 +848	+7%	+$4.19K	﹤0.01%	1101
2017 Q4	$58K	Buy	+11,494	New	+$58.1K	﹤0.01%	1117

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

EVM

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

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

SIA

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

Freedom Investment Management's HIO Position: Q1 2019 in Review

Freedom Investment Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2019, closing a stake of 13,002 shares — an estimated $57K sold.

Freedom Investment Management first reported a position in HIO in Q4 2017 and held it in 5 quarters. The position peaked at $68K in Q3 2018. 92 funds tracked by Wall St. Rank hold HIO as of Q1 2019.

Freedom Investment Management reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2019 after selling out during the quarter.
Freedom Investment Management sold 13,002 Western Asset High Income Opportunity Fund shares in Q1 2019, an estimated $57K.
Freedom Investment Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and held it in 5 quarters.
Freedom Investment Management's Western Asset High Income Opportunity Fund position peaked at $68K in Q3 2018.
92 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.