KIM
HIO

Karpus Investment Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Karpus Investment 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
2019
Q1 		– Sell
-165,988
Closed -$727K – 213
2018
Q4 		$727K Buy
+165,988
New +$755K 0.03% 155

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

Karpus Investment Management's HIO Position: Q1 2019 in Review

Karpus Investment Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2019, closing a stake of 165,988 shares — an estimated $727K sold.

Karpus Investment Management first reported a position in HIO in Q4 2018 and held it in 1 quarter. The position peaked at $727K in Q4 2018. 92 funds tracked by Wall St. Rank hold HIO as of Q1 2019.

  • Karpus Investment Management reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • Karpus Investment Management sold 165,988 Western Asset High Income Opportunity Fund shares in Q1 2019, an estimated $727K.
  • Karpus Investment Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2018 and held it in 1 quarter.
  • Karpus Investment Management's Western Asset High Income Opportunity Fund position peaked at $727K in Q4 2018.
  • 92 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2019.

Based on Karpus Investment Management's 13F filing for Q1 2019, filed 15 May 2019.