GWM
HIO

Gupta Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-1,300
Closed -$6K – 1298
2015
Q3 		$6K Buy
+1,300
New +$6.35K ﹤0.01% 1017

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's HIO Position: Q4 2015 in Review

Gupta Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2015, closing a stake of 1,300 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in HIO in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 79 funds tracked by Wall St. Rank hold HIO as of Q4 2015.

  • Gupta Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,300 Western Asset High Income Opportunity Fund shares in Q4 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Western Asset High Income Opportunity Fund position peaked at $6K in Q3 2015.
  • 79 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.