Goldman Sachs
WEA

Goldman Sachs’s Western Asset Premier Bond Fund WEA Stock Holding History

Goldman Sachs’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
2014
Q1 		– Sell
-35,789
Closed -$520K – 6950
2013
Q4 		$520K Buy
35,789
+335
+0.9% +$4.98K ﹤0.01% 5268
2013
Q3 		$502K Buy
+35,454
New +$500K ﹤0.01% 5147

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs's WEA Position: Q1 2014 in Review

Goldman Sachs sold out of Western Asset Premier Bond Fund (WEA) in Q1 2014, closing a stake of 35,789 shares — an estimated $520K sold.

Goldman Sachs first reported a position in WEA in Q3 2013 and held it in 2 quarters. The position peaked at $520K in Q4 2013. 28 funds tracked by Wall St. Rank hold WEA as of Q1 2014.

  • Goldman Sachs reported no remaining Western Asset Premier Bond Fund position as of Q1 2014 after selling out during the quarter.
  • Goldman Sachs sold 35,789 Western Asset Premier Bond Fund shares in Q1 2014, an estimated $520K.
  • Goldman Sachs first reported a position in Western Asset Premier Bond Fund in Q3 2013 and held it in 2 quarters.
  • Goldman Sachs's Western Asset Premier Bond Fund position peaked at $520K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2014.

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