WealthBridge Capital Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

WealthBridge Capital 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
2019 Q2	–	Sell	-5,119	Closed	-$25K	–	426
2019 Q1	$25K	Hold	5,119	–	–	0.02%	418
2018 Q4	$22K	Buy	+5,119	New	+$23.3K	0.02%	391

Other funds holding HIO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

WealthBridge Capital Management's HIO Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2019, closing a stake of 5,119 shares — an estimated $25K sold.

WealthBridge Capital Management first reported a position in HIO in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 85 funds tracked by Wall St. Rank hold HIO as of Q2 2019.

WealthBridge Capital Management reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 5,119 Western Asset High Income Opportunity Fund shares in Q2 2019, an estimated $25K.
WealthBridge Capital Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Western Asset High Income Opportunity Fund position peaked at $25K in Q1 2019.
85 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.