W
HIO

Wealthfront’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Wealthfront’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
2015
Q2 		– Sell
-820
Closed -$4K – 1327
2015
Q1 		$4K Buy
+820
New +$4.4K ﹤0.01% 838

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Wealthfront's HIO Position: Q2 2015 in Review

Wealthfront sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2015, closing a stake of 820 shares — an estimated $4K sold.

Wealthfront first reported a position in HIO in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 66 funds tracked by Wall St. Rank hold HIO as of Q2 2015.

  • Wealthfront reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 820 Western Asset High Income Opportunity Fund shares in Q2 2015, an estimated $4K.
  • Wealthfront first reported a position in Western Asset High Income Opportunity Fund in Q1 2015 and held it in 1 quarter.
  • Wealthfront's Western Asset High Income Opportunity Fund position peaked at $4K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.