Envestnet Asset Management
SBW

Envestnet Asset Management’s Western Asset Worldwide Income SBW Stock Holding History

Envestnet Asset Management’s Portfolio SBW Stock Details SBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,928
Closed -$46K – 3471
2016
Q3 		$46K Sell
3,928
-173
-4% -$1.99K ﹤0.01% 2627
2016
Q2 		$45K Buy
+4,101
New +$43.5K ﹤0.01% 2774

Envestnet Asset Management's SBW Position: Q4 2016 in Review

Envestnet Asset Management sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 3,928 shares — an estimated $46K sold.

Envestnet Asset Management first reported a position in SBW in Q2 2016 and held it in 2 quarters. The position peaked at $46K in Q3 2016. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

  • Envestnet Asset Management reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 3,928 Western Asset Worldwide Income shares in Q4 2016, an estimated $46K.
  • Envestnet Asset Management first reported a position in Western Asset Worldwide Income in Q2 2016 and held it in 2 quarters.
  • Envestnet Asset Management's Western Asset Worldwide Income position peaked at $46K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.