RWA Wealth Partners’s Western Asset High Income Opportunity Fund HIO Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-521	Closed	-$3K	–	445
2018 Q2	$3K	Buy	+521	New	+$2.52K	﹤0.01%	714

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RWA Wealth Partners's HIO Position: Q3 2018 in Review

RWA Wealth Partners sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2018, closing a stake of 521 shares — an estimated $3K sold.

RWA Wealth Partners first reported a position in HIO in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 105 funds tracked by Wall St. Rank hold HIO as of Q3 2018.

RWA Wealth Partners reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 521 Western Asset High Income Opportunity Fund shares in Q3 2018, an estimated $3K.
RWA Wealth Partners first reported a position in Western Asset High Income Opportunity Fund in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Western Asset High Income Opportunity Fund position peaked at $3K in Q2 2018.
105 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.