IWA
TLI

IBEX Wealth Advisors’s Western Asset Corporate Loan Fund Inc. TLI Stock Holding History

IBEX Wealth Advisors’s Portfolio TLI Stock Details TLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-855
Closed -$10K – 428
2016
Q4 		$10K Buy
+855
New +$9.24K ﹤0.01% 291

Other funds holding TLI

DIA
Dean Investment Associates Beavercreek, Ohio $710M AUM 22.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IBEX Wealth Advisors's TLI Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Western Asset Corporate Loan Fund Inc. (TLI) in Q1 2017, closing a stake of 855 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in TLI in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 21 funds tracked by Wall St. Rank hold TLI as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Western Asset Corporate Loan Fund Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 855 Western Asset Corporate Loan Fund Inc. shares in Q1 2017, an estimated $10K.
  • IBEX Wealth Advisors first reported a position in Western Asset Corporate Loan Fund Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Western Asset Corporate Loan Fund Inc. position peaked at $10K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Western Asset Corporate Loan Fund Inc. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.