Goldman Sachs
IGI

Goldman Sachs’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Goldman Sachs’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
2014
Q1 		– Sell
-10,946
Closed -$221K – 6835
2013
Q4 		$221K Sell
10,946
-53
-0.5% -$1.05K ﹤0.01% 5901
2013
Q3 		$216K Buy
+10,999
New +$221K ﹤0.01% 5814

Other funds holding IGI

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs's IGI Position: Q1 2014 in Review

Goldman Sachs sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q1 2014, closing a stake of 10,946 shares — an estimated $221K sold.

Goldman Sachs first reported a position in IGI in Q3 2013 and held it in 2 quarters. The position peaked at $221K in Q4 2013. 20 funds tracked by Wall St. Rank hold IGI as of Q1 2014.

  • Goldman Sachs reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q1 2014 after selling out during the quarter.
  • Goldman Sachs sold 10,946 Western Asset Investment Grade Defined Opportunity Trust shares in Q1 2014, an estimated $221K.
  • Goldman Sachs first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q3 2013 and held it in 2 quarters.
  • Goldman Sachs's Western Asset Investment Grade Defined Opportunity Trust position peaked at $221K in Q4 2013.
  • 20 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q1 2014.

Based on Goldman Sachs's 13F filing for Q1 2014, filed 15 May 2014.