HF
WEA

Hoxton Financial’s Western Asset Premier Bond Fund WEA Stock Holding History

Hoxton Financial’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
2015
Q4 		– Sell
-2,000
Closed -$25K – 384
2015
Q3 		$25K Hold
2,000
– – 0.01% 172
2015
Q2 		$27K Hold
2,000
– – 0.01% 175
2015
Q1 		$28K Hold
2,000
– – 0.01% 168
2014
Q4 		$28K Hold
2,000
– – 0.01% 168
2014
Q3 		$29K Hold
2,000
– – 0.01% 154
2014
Q2 		$30K Hold
2,000
– – 0.01% 158
2014
Q1 		$29K Hold
2,000
– – 0.01% 156
2013
Q4 		$29K Buy
+2,000
New +$29.7K 0.01% 281
2013
Q3 		– Sell
-2,000
Closed -$29K – 610
2013
Q2 		$29K Buy
+2,000
New +$31.8K 0.02% 244

Other funds holding WEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hoxton Financial's WEA Position: Q4 2015 in Review

Hoxton Financial sold out of Western Asset Premier Bond Fund (WEA) in Q4 2015, closing a stake of 2,000 shares — an estimated $25K sold.

Hoxton Financial first reported a position in WEA in Q2 2013 and held it in 9 quarters. The position peaked at $30K in Q2 2014. 36 funds tracked by Wall St. Rank hold WEA as of Q4 2015.

  • Hoxton Financial reported no remaining Western Asset Premier Bond Fund position as of Q4 2015 after selling out during the quarter.
  • Hoxton Financial sold 2,000 Western Asset Premier Bond Fund shares in Q4 2015, an estimated $25K.
  • Hoxton Financial first reported a position in Western Asset Premier Bond Fund in Q2 2013 and held it in 9 quarters.
  • Hoxton Financial's Western Asset Premier Bond Fund position peaked at $30K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2015.

Based on Hoxton Financial's 13F filing for Q4 2015, filed 21 Jan 2016.