WFS
HIO

Widmann Financial Services’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-460
Closed -$2K – 237
2021
Q4 		$2K Buy
+460
New +$2.38K ﹤0.01% 402

Other funds holding HIO

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Widmann Financial Services's HIO Position: Q1 2022 in Review

Widmann Financial Services sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2022, closing a stake of 460 shares — an estimated $2K sold.

Widmann Financial Services first reported a position in HIO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 97 funds tracked by Wall St. Rank hold HIO as of Q1 2022.

  • Widmann Financial Services reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 460 Western Asset High Income Opportunity Fund shares in Q1 2022, an estimated $2K.
  • Widmann Financial Services first reported a position in Western Asset High Income Opportunity Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Western Asset High Income Opportunity Fund position peaked at $2K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.