Aviance Capital Partners’s Western Asset Worldwide Income SBW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-22,176
Closed -$257K 220
2016
Q3
$257K Sell
22,176
-8,290
-27% -$95.6K 0.09% 184
2016
Q2
$335K Buy
30,466
+7,454
+32% +$79K 0.12% 158
2016
Q1
$239K Buy
+23,012
New +$226K 0.08% 175

Aviance Capital Partners's SBW Position: Q4 2016 in Review

Aviance Capital Partners sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 22,176 shares — an estimated $257K sold.

Aviance Capital Partners first reported a position in SBW in Q1 2016 and held it in 3 quarters. The position peaked at $335K in Q2 2016. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

  • Aviance Capital Partners reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Partners sold 22,176 Western Asset Worldwide Income shares in Q4 2016, an estimated $257K.
  • Aviance Capital Partners first reported a position in Western Asset Worldwide Income in Q1 2016 and held it in 3 quarters.
  • Aviance Capital Partners's Western Asset Worldwide Income position peaked at $335K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

Based on Aviance Capital Partners's 13F filing for Q4 2016, filed 17 Jan 2017.