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

Financial Management Professionals’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
2021 Q2	–	Sell	-925	Closed	-$14K	–	939
2021 Q1	$14K	Hold	925	–	–	﹤0.01%	309
2020 Q4	$15K	Hold	925	–	–	﹤0.01%	290
2020 Q3	$15K	Hold	925	–	–	0.01%	279
2020 Q2	$14K	Hold	925	–	–	﹤0.01%	282
2020 Q1	$12K	Hold	925	–	–	0.01%	160
2019 Q4	$14K	Hold	925	–	–	﹤0.01%	160
2019 Q3	$15K	Hold	925	–	–	0.01%	153
2019 Q2	$14K	Hold	925	–	–	0.01%	169
2019 Q1	$14K	Hold	925	–	–	0.01%	146
2018 Q4	$12K	Hold	925	–	–	0.01%	144
2018 Q3	$12K	Hold	925	–	–	﹤0.01%	153
2018 Q2	$13K	Hold	925	–	–	0.01%	149
2018 Q1	$13K	Hold	925	–	–	0.01%	147
2017 Q4	$14K	Hold	925	–	–	0.01%	123
2017 Q3	$15K	Hold	925	–	–	0.01%	121
2017 Q2	$13K	Hold	925	–	–	0.01%	137
2017 Q1	$13K	Hold	925	–	–	0.01%	150
2016 Q4	$13K	Hold	925	–	–	0.01%	147
2016 Q3	$14K	Hold	925	–	–	0.01%	157
2016 Q2	$13K	Hold	925	–	–	0.01%	180
2016 Q1	$13K	Hold	925	–	–	0.01%	130
2015 Q4	$12K	Hold	925	–	–	0.01%	138
2015 Q3	$12K	Hold	925	–	–	0.01%	153
2015 Q2	$12K	Hold	925	–	–	0.01%	161
2015 Q1	$13K	Hold	925	–	–	0.01%	158
2014 Q4	$12K	Hold	925	–	–	0.01%	177
2014 Q3	$12K	Hold	925	–	–	0.01%	160
2014 Q2	$12K	Hold	925	–	–	0.01%	169
2014 Q1	$12K	Hold	925	–	–	0.01%	161
2013 Q4	$12K	Hold	925	–	–	0.01%	163
2013 Q3	$12K	Hold	925	–	–	0.01%	164
2013 Q2	$12K	Buy	+925	New	+$12.9K	0.01%	160

Other funds holding PAI

CSIC

Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Financial Management Professionals's PAI Position: Q2 2021 in Review

Financial Management Professionals sold out of Western Asset Investment Grade Income Fund (PAI) in Q2 2021, closing a stake of 925 shares — an estimated $14K sold.

Financial Management Professionals first reported a position in PAI in Q2 2013 and held it in 32 quarters. The position peaked at $15K in Q4 2020. 32 funds tracked by Wall St. Rank hold PAI as of Q2 2021.

Financial Management Professionals reported no remaining Western Asset Investment Grade Income Fund position as of Q2 2021 after selling out during the quarter.
Financial Management Professionals sold 925 Western Asset Investment Grade Income Fund shares in Q2 2021, an estimated $14K.
Financial Management Professionals first reported a position in Western Asset Investment Grade Income Fund in Q2 2013 and held it in 32 quarters.
Financial Management Professionals's Western Asset Investment Grade Income Fund position peaked at $15K in Q4 2020.
32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2021.

Based on Financial Management Professionals's 13F filing for Q2 2021, filed 5 Aug 2021.