RIA
HIO

Realta Investment Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-1,460
Closed -$7K – 1688
2019
Q2 		$7K Buy
+1,460
New +$7.25K ﹤0.01% 1251

Other funds holding HIO

SCM
Saba Capital Management New York $3.62B AUM 13% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Realta Investment Advisors's HIO Position: Q3 2019 in Review

Realta Investment Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2019, closing a stake of 1,460 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in HIO in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 80 funds tracked by Wall St. Rank hold HIO as of Q3 2019.

  • Realta Investment Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,460 Western Asset High Income Opportunity Fund shares in Q3 2019, an estimated $7K.
  • Realta Investment Advisors first reported a position in Western Asset High Income Opportunity Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Western Asset High Income Opportunity Fund position peaked at $7K in Q2 2019.
  • 80 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.