AGM
IGI

Alpine Global Management’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Alpine Global 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
2017
Q1 		– Sell
-10,998
Closed -$224K – 325
2016
Q4 		$224K Buy
+10,998
New +$229K 0.1% 123

Other funds holding IGI

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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Alpine Global Management's IGI Position: Q1 2017 in Review

Alpine Global Management sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q1 2017, closing a stake of 10,998 shares — an estimated $224K sold.

Alpine Global Management first reported a position in IGI in Q4 2016 and held it in 1 quarter. The position peaked at $224K in Q4 2016. 22 funds tracked by Wall St. Rank hold IGI as of Q1 2017.

  • Alpine Global Management reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q1 2017 after selling out during the quarter.
  • Alpine Global Management sold 10,998 Western Asset Investment Grade Defined Opportunity Trust shares in Q1 2017, an estimated $224K.
  • Alpine Global Management first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q4 2016 and held it in 1 quarter.
  • Alpine Global Management's Western Asset Investment Grade Defined Opportunity Trust position peaked at $224K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q1 2017.

Based on Alpine Global Management's 13F filing for Q1 2017, filed 15 May 2017.