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

Castleview Partners’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
2021 Q2	$11K	Buy	+503	New	+$10.8K	﹤0.01%	665

Other funds holding IGI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castleview Partners's IGI Position: Q2 2021 in Review

Castleview Partners opened a new position in Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q2 2021: 503 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

23 funds tracked by Wall St. Rank hold IGI as of Q2 2021.

Castleview Partners held 503 shares of Western Asset Investment Grade Defined Opportunity Trust worth $11K as of Q2 2021.
Western Asset Investment Grade Defined Opportunity Trust was a new Castleview Partners position in Q2 2021.
Western Asset Investment Grade Defined Opportunity Trust made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #665 holding.
23 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.