BBPWM
TLI

Blue Bell Private Wealth Management’s Western Asset Corporate Loan Fund Inc. TLI Stock Holding History

Blue Bell Private Wealth Management’s Portfolio TLI Stock Details TLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,068
Closed -$60K – 218
2020
Q2 		$60K Buy
+7,068
New +$57.3K 0.03% 97

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RVPG
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BFM
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SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
IA
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RCM
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UBS Group
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YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Blue Bell Private Wealth Management's TLI Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of Western Asset Corporate Loan Fund Inc. (TLI) in Q3 2020, closing a stake of 7,068 shares — an estimated $60K sold.

Blue Bell Private Wealth Management first reported a position in TLI in Q2 2020 and held it in 1 quarter. The position peaked at $60K in Q2 2020. 28 funds tracked by Wall St. Rank hold TLI as of Q3 2020.

  • Blue Bell Private Wealth Management reported no remaining Western Asset Corporate Loan Fund Inc. position as of Q3 2020 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 7,068 Western Asset Corporate Loan Fund Inc. shares in Q3 2020, an estimated $60K.
  • Blue Bell Private Wealth Management first reported a position in Western Asset Corporate Loan Fund Inc. in Q2 2020 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Western Asset Corporate Loan Fund Inc. position peaked at $60K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held Western Asset Corporate Loan Fund Inc. as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.