Barclays
SBW

Barclays’s Western Asset Worldwide Income SBW Stock Holding History

Barclays’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
2014
Q1 		– Sell
-1,000
Closed -$12K – 7839
2013
Q4 		$12K Buy
+1,000
New +$12.3K ﹤0.01% 6954

Other funds holding SBW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays's SBW Position: Q1 2014 in Review

Barclays sold out of Western Asset Worldwide Income (SBW) in Q1 2014, closing a stake of 1,000 shares — an estimated $12K sold.

Barclays first reported a position in SBW in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 33 funds tracked by Wall St. Rank hold SBW as of Q1 2014.

  • Barclays reported no remaining Western Asset Worldwide Income position as of Q1 2014 after selling out during the quarter.
  • Barclays sold 1,000 Western Asset Worldwide Income shares in Q1 2014, an estimated $12K.
  • Barclays first reported a position in Western Asset Worldwide Income in Q4 2013 and held it in 1 quarter.
  • Barclays's Western Asset Worldwide Income position peaked at $12K in Q4 2013.
  • 33 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q1 2014.

Based on Barclays's 13F filing for Q1 2014, filed 15 May 2014.