United Capital Financial Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

United Capital 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
2022 Q4	–	Sell	-14,200	Closed	-$52K	–	1073
2022 Q3	$52K	Sell	14,200 -595	-4%	-$2.4K	﹤0.01%	1066
2022 Q2	$59K	Buy	+14,795	New	+$61.7K	﹤0.01%	1100
2015 Q2	–	Sell	-93,126	Closed	-$502K	–	1283
2015 Q1	$502K	Sell	93,126 -1,630	-2%	-$8.75K	0.01%	891
2014 Q4	$509K	Sell	94,756 -13,614	-13%	-$76.1K	0.01%	816
2014 Q3	$627K	Buy	108,370 +21,360	+25%	+$127K	0.01%	722
2014 Q2	$531K	Buy	87,010 +59,365	+215%	+$360K	0.01%	670
2014 Q1	$167K	Buy	+27,645	New	+$166K	﹤0.01%	889

Other funds holding HIO

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

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 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

United Capital Financial Advisors's HIO Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2022, closing a stake of 14,200 shares — an estimated $52K sold.

United Capital Financial Advisors first reported a position in HIO in Q1 2014 and held it in 7 quarters. The position peaked at $627K in Q3 2014. 107 funds tracked by Wall St. Rank hold HIO as of Q4 2022.

United Capital Financial Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 14,200 Western Asset High Income Opportunity Fund shares in Q4 2022, an estimated $52K.
United Capital Financial Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2014 and held it in 7 quarters.
United Capital Financial Advisors's Western Asset High Income Opportunity Fund position peaked at $627K in Q3 2014.
107 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.