HCA
WDI

Harbour Capital Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Harbour Capital Advisors’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,000
Closed -$200K – 256
2021
Q2 		$200K Buy
+10,000
New +$201K 0.05% 233

Other funds holding WDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Harbour Capital Advisors's WDI Position: Q3 2021 in Review

Harbour Capital Advisors sold out of Western Asset Diversified Income Fund (WDI) in Q3 2021, closing a stake of 10,000 shares — an estimated $200K sold.

Harbour Capital Advisors first reported a position in WDI in Q2 2021 and held it in 1 quarter. The position peaked at $200K in Q2 2021. 16 funds tracked by Wall St. Rank hold WDI as of Q3 2021.

  • Harbour Capital Advisors reported no remaining Western Asset Diversified Income Fund position as of Q3 2021 after selling out during the quarter.
  • Harbour Capital Advisors sold 10,000 Western Asset Diversified Income Fund shares in Q3 2021, an estimated $200K.
  • Harbour Capital Advisors first reported a position in Western Asset Diversified Income Fund in Q2 2021 and held it in 1 quarter.
  • Harbour Capital Advisors's Western Asset Diversified Income Fund position peaked at $200K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q3 2021.

Based on Harbour Capital Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.