IFA
WEA

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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Interactive Financial Advisors's WEA Position: Q4 2016 in Review

Interactive Financial Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q4 2016, closing a stake of 500 shares — an estimated $7K sold.

Interactive Financial Advisors first reported a position in WEA in Q2 2015 and held it in 6 quarters. The position peaked at $7K in Q3 2016. 38 funds tracked by Wall St. Rank hold WEA as of Q4 2016.

  • Interactive Financial Advisors reported no remaining Western Asset Premier Bond Fund position as of Q4 2016 after selling out during the quarter.
  • Interactive Financial Advisors sold 500 Western Asset Premier Bond Fund shares in Q4 2016, an estimated $7K.
  • Interactive Financial Advisors first reported a position in Western Asset Premier Bond Fund in Q2 2015 and held it in 6 quarters.
  • Interactive Financial Advisors's Western Asset Premier Bond Fund position peaked at $7K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2016.

Based on Interactive Financial Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.