SIC
HIO

Samalin Investment Counsel’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Samalin Investment Counsel’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
2026
Q1 		$80.7K Buy
22,235
+618
+3% +$2.3K 0.03% 311
2025
Q4 		$80.2K Buy
21,617
+774
+4% +$2.93K 0.03% 306
2025
Q3 		$80K Buy
+20,843
New +$82.7K 0.03% 321
2025
Q2 		– Sell
-19,770
Closed -$78.7K – 308
2025
Q1 		$78.7K Buy
19,770
+338
+2% +$1.35K 0.03% 314
2024
Q4 		$76.4K Buy
+19,432
New +$77.2K 0.03% 286
2020
Q4 		– Sell
-10,986
Closed -$54K – 227
2020
Q3 		$54K Hold
10,986
– – 0.05% 196
2020
Q2 		$50K Hold
10,986
– – 0.05% 167
2020
Q1 		$46K Sell
10,986
-683
-6% -$3.28K 0.06% 143
2019
Q4 		$59K Buy
+11,669
New +$58.6K 0.05% 268

Other funds holding HIO

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return