HIA
HIO

Harbor Investment Advisory’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Harbor Investment Advisory’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
-11,278
Closed -$47K – 1187
2020
Q1 		$47K Sell
11,278
-12,000
-52% -$57.6K 0.01% 415
2019
Q4 		$118K Buy
+23,278
New +$117K 0.03% 315

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

Harbor Investment Advisory's HIO Position: Q2 2020 in Review

Harbor Investment Advisory sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2020, closing a stake of 11,278 shares — an estimated $47K sold.

Harbor Investment Advisory first reported a position in HIO in Q4 2019 and held it in 2 quarters. The position peaked at $118K in Q4 2019. 89 funds tracked by Wall St. Rank hold HIO as of Q2 2020.

  • Harbor Investment Advisory reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 11,278 Western Asset High Income Opportunity Fund shares in Q2 2020, an estimated $47K.
  • Harbor Investment Advisory first reported a position in Western Asset High Income Opportunity Fund in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Western Asset High Income Opportunity Fund position peaked at $118K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2020.

Based on Harbor Investment Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.