GI
HIO

Gradient Investments’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Gradient Investments’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
2020
Q2 		– Sell
-2,122
Closed -$9K – 1103
2020
Q1 		$9K Buy
+2,122
New +$10.2K ﹤0.01% 670

Other funds holding HIO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
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

Gradient Investments's HIO Position: Q2 2020 in Review

Gradient Investments sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2020, closing a stake of 2,122 shares — an estimated $9K sold.

Gradient Investments first reported a position in HIO in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 89 funds tracked by Wall St. Rank hold HIO as of Q2 2020.

  • Gradient Investments reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 2,122 Western Asset High Income Opportunity Fund shares in Q2 2020, an estimated $9K.
  • Gradient Investments first reported a position in Western Asset High Income Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's Western Asset High Income Opportunity Fund position peaked at $9K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.