MYIA
HFRO

Mount Yale Investment Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

Mount Yale Investment Advisors’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,036
Closed -$93K – 507
2018
Q3 		$93K Hold
6,036
– – 0.02% 463
2018
Q2 		$94K Hold
6,036
– – 0.02% 480
2018
Q1 		$97K Buy
+6,036
New +$95.2K 0.02% 464

Other funds holding HFRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's HFRO Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Highland Opportunities and Income Fund (HFRO) in Q4 2018, closing a stake of 6,036 shares — an estimated $93K sold.

Mount Yale Investment Advisors first reported a position in HFRO in Q1 2018 and held it in 3 quarters. The position peaked at $97K in Q1 2018. 81 funds tracked by Wall St. Rank hold HFRO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Highland Opportunities and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,036 Highland Opportunities and Income Fund shares in Q4 2018, an estimated $93K.
  • Mount Yale Investment Advisors first reported a position in Highland Opportunities and Income Fund in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Highland Opportunities and Income Fund position peaked at $97K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.