Carson Wealth (CWM LLC)
WEA

Carson Wealth (CWM LLC)’s Western Asset Premier Bond Fund WEA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-4,510
Closed -$55K – 3300
2018
Q4 		$55K Buy
+4,510
New +$55.7K ﹤0.01% 863
2014
Q1 		– Sell
-830
Closed -$12K – 494
2013
Q4 		$12K Buy
+830
New +$12.3K ﹤0.01% 426

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WEA Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Western Asset Premier Bond Fund (WEA) in Q1 2019, closing a stake of 4,510 shares — an estimated $55K sold.

Carson Wealth (CWM LLC) first reported a position in WEA in Q4 2013 and held it in 2 quarters. The position peaked at $55K in Q4 2018. 34 funds tracked by Wall St. Rank hold WEA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Western Asset Premier Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,510 Western Asset Premier Bond Fund shares in Q1 2019, an estimated $55K.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Premier Bond Fund in Q4 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Western Asset Premier Bond Fund position peaked at $55K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.