Plante Moran Financial Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-38,029	Closed	-$188K	–	1039
2020 Q4	$188K	Hold	38,029	–	–	0.06%	177
2020 Q3	$186K	Buy	+38,029	New	+$187K	0.07%	162
2015 Q1	–	Sell	-578	Closed	-$3K	–	751
2014 Q4	$3K	Buy	+578	New	+$3.23K	﹤0.01%	714

Other funds holding HIO

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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Plante Moran Financial Advisors's HIO Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2021, closing a stake of 38,029 shares — an estimated $188K sold.

Plante Moran Financial Advisors first reported a position in HIO in Q4 2014 and held it in 3 quarters. The position peaked at $188K in Q4 2020. 100 funds tracked by Wall St. Rank hold HIO as of Q1 2021.

Plante Moran Financial Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 38,029 Western Asset High Income Opportunity Fund shares in Q1 2021, an estimated $188K.
Plante Moran Financial Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's Western Asset High Income Opportunity Fund position peaked at $188K in Q4 2020.
100 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.