Cetera Investment Advisers
IGI

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

Cetera Investment Advisers’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
2024
Q2 		– Sell
-13,395
Closed -$232K – 3797
2024
Q1 		$232K Buy
+13,395
New +$230K ﹤0.01% 3256

Other funds holding IGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Cetera Investment Advisers's IGI Position: Q2 2024 in Review

Cetera Investment Advisers sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q2 2024, closing a stake of 13,395 shares — an estimated $232K sold.

Cetera Investment Advisers first reported a position in IGI in Q1 2024 and held it in 1 quarter. The position peaked at $232K in Q1 2024. 37 funds tracked by Wall St. Rank hold IGI as of Q2 2024.

  • Cetera Investment Advisers reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 13,395 Western Asset Investment Grade Defined Opportunity Trust shares in Q2 2024, an estimated $232K.
  • Cetera Investment Advisers first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q1 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Western Asset Investment Grade Defined Opportunity Trust position peaked at $232K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.