Creative Planning
WEA

Creative Planning’s Western Asset Premier Bond Fund WEA Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-365
Closed -$5K – 3702
2017
Q2 		$5K Buy
+365
New +$4.98K ﹤0.01% 4013
2013
Q4 		– Sell
-12,000
Closed -$170K – 3492
2013
Q3 		$170K Buy
+12,000
New +$169K ﹤0.01% 832

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning's WEA Position: Q3 2017 in Review

Creative Planning sold out of Western Asset Premier Bond Fund (WEA) in Q3 2017, closing a stake of 365 shares — an estimated $5K sold.

Creative Planning first reported a position in WEA in Q3 2013 and held it in 2 quarters. The position peaked at $170K in Q3 2013. 34 funds tracked by Wall St. Rank hold WEA as of Q3 2017.

  • Creative Planning reported no remaining Western Asset Premier Bond Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 365 Western Asset Premier Bond Fund shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Western Asset Premier Bond Fund in Q3 2013 and held it in 2 quarters.
  • Creative Planning's Western Asset Premier Bond Fund position peaked at $170K in Q3 2013.
  • 34 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.