KLI
HIO

Kelman-Lazarov Inc’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Kelman-Lazarov Inc’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
2017
Q4 		– Sell
-10,000
Closed -$300K – 122
2017
Q3 		$300K Hold
10,000
– – 0.16% 95
2017
Q2 		$51K Buy
+10,000
New +$51.6K 0.03% 122

Other funds holding HIO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Kelman-Lazarov Inc's HIO Position: Q4 2017 in Review

Kelman-Lazarov Inc sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2017, closing a stake of 10,000 shares — an estimated $300K sold.

Kelman-Lazarov Inc first reported a position in HIO in Q2 2017 and held it in 2 quarters. The position peaked at $300K in Q3 2017. 101 funds tracked by Wall St. Rank hold HIO as of Q4 2017.

  • Kelman-Lazarov Inc reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 10,000 Western Asset High Income Opportunity Fund shares in Q4 2017, an estimated $300K.
  • Kelman-Lazarov Inc first reported a position in Western Asset High Income Opportunity Fund in Q2 2017 and held it in 2 quarters.
  • Kelman-Lazarov Inc's Western Asset High Income Opportunity Fund position peaked at $300K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2017, filed 23 Jan 2018.