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

Insight 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
2021 Q1	–	Sell	-10,000	Closed	-$50K	–	339
2020 Q4	$50K	Buy	+10,000	New	+$49.8K	0.02%	268

Other funds holding HIO

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 New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Insight Advisors's HIO Position: Q1 2021 in Review

Insight Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2021, closing a stake of 10,000 shares — an estimated $50K sold.

Insight Advisors first reported a position in HIO in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 100 funds tracked by Wall St. Rank hold HIO as of Q1 2021.

Insight Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
Insight Advisors sold 10,000 Western Asset High Income Opportunity Fund shares in Q1 2021, an estimated $50K.
Insight Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2020 and held it in 1 quarter.
Insight Advisors's Western Asset High Income Opportunity Fund position peaked at $50K in Q4 2020.
100 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2021.

Based on Insight Advisors's 13F filing for Q1 2021, filed 17 May 2021.