LWM
HIO

Liberty Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Liberty Wealth 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
2021
Q2 		– Sell
-951
Closed -$4K – 1113
2021
Q1 		$4K Hold
951
– – ﹤0.01% 728
2020
Q4 		$4K Hold
951
– – ﹤0.01% 724
2020
Q3 		$5K Hold
951
– – ﹤0.01% 621
2020
Q2 		$4K Sell
951
-850
-47% -$3.8K ﹤0.01% 644
2020
Q1 		$8K Buy
1,801
+850
+89% +$4.08K 0.01% 500
2019
Q4 		$5K Hold
951
– – ﹤0.01% 667
2019
Q3 		$5K Hold
951
– – ﹤0.01% 632
2019
Q2 		$5K Hold
951
– – ﹤0.01% 655
2019
Q1 		$4K Hold
951
– – ﹤0.01% 568
2018
Q4 		$4K Buy
+951
New +$4.33K ﹤0.01% 587

Other funds holding HIO

BI
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Liberty Wealth Management's HIO Position: Q2 2021 in Review

Liberty Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2021, closing a stake of 951 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in HIO in Q4 2018 and held it in 10 quarters. The position peaked at $8K in Q1 2020. 94 funds tracked by Wall St. Rank hold HIO as of Q2 2021.

  • Liberty Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 951 Western Asset High Income Opportunity Fund shares in Q2 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Western Asset High Income Opportunity Fund position peaked at $8K in Q1 2020.
  • 94 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.