FIM
PAI

Fernwood Investment Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Fernwood Investment Management’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$6.09K – 547
2024
Q1 		$6.09K Buy
+500
New +$6K ﹤0.01% 619

Other funds holding PAI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fernwood Investment Management's PAI Position: Q2 2024 in Review

Fernwood Investment Management sold out of Western Asset Investment Grade Income Fund (PAI) in Q2 2024, closing a stake of 500 shares — an estimated $6.09K sold.

Fernwood Investment Management first reported a position in PAI in Q1 2024 and held it in 1 quarter. The position peaked at $6.09K in Q1 2024. 40 funds tracked by Wall St. Rank hold PAI as of Q2 2024.

  • Fernwood Investment Management reported no remaining Western Asset Investment Grade Income Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 500 Western Asset Investment Grade Income Fund shares in Q2 2024, an estimated $6.09K.
  • Fernwood Investment Management first reported a position in Western Asset Investment Grade Income Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Western Asset Investment Grade Income Fund position peaked at $6.09K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.