MSA
HIO

Marino Stram & Associates’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Marino Stram & Associates’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
2018
Q4 		– Sell
-679
Closed -$3K – 641
2018
Q3 		$3K Hold
679
– – ﹤0.01% 385
2018
Q2 		$3K Hold
679
– – ﹤0.01% 383
2018
Q1 		$3K Hold
679
– – ﹤0.01% 417
2017
Q4 		$3K Buy
+679
New +$3.43K ﹤0.01% 421

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
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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Marino Stram & Associates's HIO Position: Q4 2018 in Review

Marino Stram & Associates sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2018, closing a stake of 679 shares — an estimated $3K sold.

Marino Stram & Associates first reported a position in HIO in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 108 funds tracked by Wall St. Rank hold HIO as of Q4 2018.

  • Marino Stram & Associates reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 679 Western Asset High Income Opportunity Fund shares in Q4 2018, an estimated $3K.
  • Marino Stram & Associates first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Western Asset High Income Opportunity Fund position peaked at $3K in Q3 2018.
  • 108 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.