Barclays
IGI

Barclays’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Barclays’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
2020
Q4 		– Sell
-21
Closed – – 5033
2020
Q3 		$0 Buy
+21
New +$460 ﹤0.01% 5369

Other funds holding IGI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays's IGI Position: Q4 2020 in Review

Barclays sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q4 2020, closing a stake of 21 shares.

Barclays first reported a position in IGI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 25 funds tracked by Wall St. Rank hold IGI as of Q4 2020.

  • Barclays reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q4 2020 after selling out during the quarter.
  • Barclays sold 21 Western Asset Investment Grade Defined Opportunity Trust shares in Q4 2020.
  • Barclays first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q3 2020 and held it in 1 quarter.
  • Barclays's Western Asset Investment Grade Defined Opportunity Trust position peaked at $0 in Q3 2020.
  • 25 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.