Aevitas Wealth Management’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Aevitas Wealth Management’s Portfolio IGI Stock Details IGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,292	Closed	-$131K	–	426
2018 Q3	$131K	Buy	6,292 +79	+1%	+$1.59K	0.12%	126
2018 Q2	$130K	Buy	6,213 +74	+1%	+$1.55K	0.13%	123
2018 Q1	$131K	Buy	6,139 +50	+0.8%	+$1.06K	0.13%	122
2017 Q4	$139K	Buy	+6,089	New	+$131K	0.13%	116

Other funds holding IGI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Aevitas Wealth Management's IGI Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q4 2018, closing a stake of 6,292 shares — an estimated $131K sold.

Aevitas Wealth Management first reported a position in IGI in Q4 2017 and held it in 4 quarters. The position peaked at $139K in Q4 2017. 25 funds tracked by Wall St. Rank hold IGI as of Q4 2018.

Aevitas Wealth Management reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 6,292 Western Asset Investment Grade Defined Opportunity Trust shares in Q4 2018, an estimated $131K.
Aevitas Wealth Management first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's Western Asset Investment Grade Defined Opportunity Trust position peaked at $139K in Q4 2017.
25 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.