TFM
HIO

TFC Financial Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

TFC Financial Management’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
2023
Q1 		– Sell
-1,692
Closed -$6.68K – 692
2022
Q4 		$6.68K Sell
1,692
-3,308
-66% -$12.7K ﹤0.01% 318
2022
Q3 		$18K Buy
+5,000
New +$20.2K 0.01% 255

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFC Financial Management's HIO Position: Q1 2023 in Review

TFC Financial Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2023, closing a stake of 1,692 shares — an estimated $6.68K sold.

TFC Financial Management first reported a position in HIO in Q3 2022 and held it in 2 quarters. The position peaked at $18K in Q3 2022. 99 funds tracked by Wall St. Rank hold HIO as of Q1 2023.

  • TFC Financial Management reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • TFC Financial Management sold 1,692 Western Asset High Income Opportunity Fund shares in Q1 2023, an estimated $6.68K.
  • TFC Financial Management first reported a position in Western Asset High Income Opportunity Fund in Q3 2022 and held it in 2 quarters.
  • TFC Financial Management's Western Asset High Income Opportunity Fund position peaked at $18K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2023.

Based on TFC Financial Management's 13F filing for Q1 2023, filed 8 May 2023.