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

Interactive Financial Advisors’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
2016 Q4	–	Sell	-500	Closed	-$7K	–	119
2016 Q3	$7K	Hold	500	–	–	﹤0.01%	94
2016 Q2	$7K	Hold	500	–	–	﹤0.01%	80
2016 Q1	$6K	Hold	500	–	–	﹤0.01%	76
2015 Q4	$6K	Hold	500	–	–	﹤0.01%	84
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	77
2015 Q2	$7K	Buy	+500	New	+$6.84K	﹤0.01%	85

Other funds holding WEA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return