HighTower Advisors
IGI

HighTower Advisors’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

HighTower Advisors’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
2013
Q3 		– Sell
-9,691
Closed -$204K – 1400
2013
Q2 		$204K Buy
+9,691
New +$216K 0.01% 1119

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 16.36% 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 $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors's IGI Position: Q3 2013 in Review

HighTower Advisors sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q3 2013, closing a stake of 9,691 shares — an estimated $204K sold.

HighTower Advisors first reported a position in IGI in Q2 2013 and held it in 1 quarter. The position peaked at $204K in Q2 2013. 18 funds tracked by Wall St. Rank hold IGI as of Q3 2013.

  • HighTower Advisors reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q3 2013 after selling out during the quarter.
  • HighTower Advisors sold 9,691 Western Asset Investment Grade Defined Opportunity Trust shares in Q3 2013, an estimated $204K.
  • HighTower Advisors first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q2 2013 and held it in 1 quarter.
  • HighTower Advisors's Western Asset Investment Grade Defined Opportunity Trust position peaked at $204K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q3 2013.

Based on HighTower Advisors's 13F filing for Q3 2013, filed 15 Nov 2013.