HI
HFRO

Hudock Inc’s Highland Opportunities and Income Fund HFRO Stock Holding History

Hudock Inc’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
2020
Q3 		– Sell
-761
Closed -$6K – 751
2020
Q2 		$6K Hold
761
– – ﹤0.01% 498
2020
Q1 		$6K Hold
761
– – ﹤0.01% 452
2019
Q4 		$9K Hold
761
– – ﹤0.01% 427
2019
Q3 		$10K Hold
761
– – ﹤0.01% 418
2019
Q2 		$10K Hold
761
– – ﹤0.01% 420
2019
Q1 		$10K Hold
761
– – ﹤0.01% 410
2018
Q4 		$9K Hold
761
– – ﹤0.01% 403
2018
Q3 		$11K Hold
761
– – ﹤0.01% 416
2018
Q2 		$11K Hold
761
– – ﹤0.01% 409
2018
Q1 		$12K Hold
761
– – 0.01% 417
2017
Q4 		$11K Buy
+761
New +$11.7K ﹤0.01% 406

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Hudock Inc's HFRO Position: Q3 2020 in Review

Hudock Inc sold out of Highland Opportunities and Income Fund (HFRO) in Q3 2020, closing a stake of 761 shares — an estimated $6K sold.

Hudock Inc first reported a position in HFRO in Q4 2017 and held it in 11 quarters. The position peaked at $12K in Q1 2018. 98 funds tracked by Wall St. Rank hold HFRO as of Q3 2020.

  • Hudock Inc reported no remaining Highland Opportunities and Income Fund position as of Q3 2020 after selling out during the quarter.
  • Hudock Inc sold 761 Highland Opportunities and Income Fund shares in Q3 2020, an estimated $6K.
  • Hudock Inc first reported a position in Highland Opportunities and Income Fund in Q4 2017 and held it in 11 quarters.
  • Hudock Inc's Highland Opportunities and Income Fund position peaked at $12K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2020.

Based on Hudock Inc's 13F filing for Q3 2020, filed 23 Oct 2020.