BRWA
WEA

B. Riley Wealth Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

B. Riley Wealth Advisors’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,871
Closed -$155K – 907
2019
Q3 		$155K Sell
10,871
-2
-0% -$28 0.02% 746
2019
Q2 		$149K Buy
+10,873
New +$145K 0.02% 738

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

B. Riley Wealth Advisors's WEA Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q4 2019, closing a stake of 10,871 shares — an estimated $155K sold.

B. Riley Wealth Advisors first reported a position in WEA in Q2 2019 and held it in 2 quarters. The position peaked at $155K in Q3 2019. 33 funds tracked by Wall St. Rank hold WEA as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining Western Asset Premier Bond Fund position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,871 Western Asset Premier Bond Fund shares in Q4 2019, an estimated $155K.
  • B. Riley Wealth Advisors first reported a position in Western Asset Premier Bond Fund in Q2 2019 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Western Asset Premier Bond Fund position peaked at $155K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.