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

IFP 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
2018 Q3	–	Sell	-645	Closed	-$14K	–	3914
2018 Q2	$14K	Hold	645	–	–	﹤0.01%	2689
2018 Q1	$15K	Hold	645	–	–	﹤0.01%	2564
2017 Q4	$15K	Hold	645	–	–	﹤0.01%	2601
2017 Q3	$14K	Hold	645	–	–	﹤0.01%	2826
2017 Q2	$14K	Buy	+645	New	+$13.4K	﹤0.01%	2799

Other funds holding IGI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFP Advisors's IGI Position: Q3 2018 in Review

IFP Advisors sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q3 2018, closing a stake of 645 shares — an estimated $14K sold.

IFP Advisors first reported a position in IGI in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q1 2018. 23 funds tracked by Wall St. Rank hold IGI as of Q3 2018.

IFP Advisors reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 645 Western Asset Investment Grade Defined Opportunity Trust shares in Q3 2018, an estimated $14K.
IFP Advisors first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q2 2017 and held it in 5 quarters.
IFP Advisors's Western Asset Investment Grade Defined Opportunity Trust position peaked at $15K in Q1 2018.
23 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.