Ameriprise
SBW

Ameriprise’s Western Asset Worldwide Income SBW Stock Holding History

Ameriprise’s Portfolio SBW Stock Details SBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-899
Closed -$11K – 5619
2013
Q3 		$11K Hold
899
– – ﹤0.01% 4869
2013
Q2 		$12K Buy
+899
New +$13.1K ﹤0.01% 4668

Other funds holding SBW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ameriprise's SBW Position: Q4 2013 in Review

Ameriprise sold out of Western Asset Worldwide Income (SBW) in Q4 2013, closing a stake of 899 shares — an estimated $11K sold.

Ameriprise first reported a position in SBW in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q2 2013. 33 funds tracked by Wall St. Rank hold SBW as of Q4 2013.

  • Ameriprise reported no remaining Western Asset Worldwide Income position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 899 Western Asset Worldwide Income shares in Q4 2013, an estimated $11K.
  • Ameriprise first reported a position in Western Asset Worldwide Income in Q2 2013 and held it in 2 quarters.
  • Ameriprise's Western Asset Worldwide Income position peaked at $12K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.