IA
HIO

IFP Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-67
Closed – – 2796
2018
Q4 		$0 Hold
67
– – ﹤0.01% 3678
2018
Q3 		$0 Hold
67
– – ﹤0.01% 3909
2018
Q2 		$0 Hold
67
– – ﹤0.01% 3950
2018
Q1 		$0 Hold
67
– – ﹤0.01% 3783
2017
Q4 		$0 Sell
67
-12,582
-99% -$63.6K ﹤0.01% 3932
2017
Q3 		$65K Hold
12,649
– – ﹤0.01% 1827
2017
Q2 		$64K Hold
12,649
– – ﹤0.01% 1797
2017
Q1 		$64K Hold
12,649
– – ﹤0.01% 1774
2016
Q4 		$63K Hold
12,649
– – ﹤0.01% 1744
2016
Q3 		$64K Sell
12,649
-15,101
-54% -$75.8K ﹤0.01% 1657
2016
Q2 		$136K Buy
+27,750
New +$133K 0.01% 1171
2016
Q1 		– Sell
-36,191
Closed -$170K – 2815
2015
Q4 		$170K Buy
+36,191
New +$170K 0.01% 909

Other funds holding HIO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

IFP Advisors's HIO Position: Q1 2019 in Review

IFP Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2019, closing a stake of 67 shares.

IFP Advisors first reported a position in HIO in Q4 2015 and held it in 12 quarters. The position peaked at $170K in Q4 2015. 92 funds tracked by Wall St. Rank hold HIO as of Q1 2019.

  • IFP Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 67 Western Asset High Income Opportunity Fund shares in Q1 2019.
  • IFP Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Western Asset High Income Opportunity Fund position peaked at $170K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.