GKWIM
HFRO

Gerber Kawasaki Wealth & Investment Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-1,000
Closed -$10K – 626
2021
Q3 		$10K Buy
+1,000
New +$10.7K ﹤0.01% 630

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HFRO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Highland Opportunities and Income Fund (HFRO) in Q4 2021, closing a stake of 1,000 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HFRO in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 102 funds tracked by Wall St. Rank hold HFRO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Highland Opportunities and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,000 Highland Opportunities and Income Fund shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Highland Opportunities and Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Highland Opportunities and Income Fund position peaked at $10K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.