Koshinski Asset Management
WEA

Koshinski Asset Management’s Western Asset Premier Bond Fund WEA Stock Holding History

Koshinski Asset Management’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
2021
Q4 		– Sell
-600
Closed -$8.47K – 2256
2021
Q3 		$8.47K Buy
+600
New +$8.76K ﹤0.01% 1706
2018
Q4 		– Sell
-83,250
Closed -$1.07M – 532
2018
Q3 		$1.07M Buy
83,250
+31,100
+60% +$394K 0.15% 194
2018
Q2 		$657K Sell
52,150
-2,900
-5% -$36.8K 0.2% 163
2018
Q1 		$712K Sell
55,050
-800
-1% -$10.6K 0.22% 152
2017
Q4 		$771K Hold
55,850
– – 0.19% 184
2017
Q3 		$772K Sell
55,850
-350
-0.6% -$4.93K 0.25% 130
2017
Q2 		$786K Sell
56,200
-53,300
-49% -$727K 0.29% 112
2017
Q1 		$1.46M Buy
109,500
+51,900
+90% +$696K 0.57% 48
2016
Q4 		$746K Sell
57,600
-1,700
-3% -$22.1K 0.37% 90
2016
Q3 		$796K Buy
59,300
+500
+0.9% +$6.87K 0.4% 88
2016
Q2 		$782K Sell
58,800
-1,000
-2% -$12.9K 0.43% 83
2016
Q1 		$741K Buy
+59,800
New +$717K 0.48% 74

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Koshinski Asset Management's WEA Position: Q4 2021 in Review

Koshinski Asset Management sold out of Western Asset Premier Bond Fund (WEA) in Q4 2021, closing a stake of 600 shares — an estimated $8.47K sold.

Koshinski Asset Management first reported a position in WEA in Q1 2016 and held it in 12 quarters. The position peaked at $1.46M in Q1 2017. 34 funds tracked by Wall St. Rank hold WEA as of Q4 2021.

  • Koshinski Asset Management reported no remaining Western Asset Premier Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 600 Western Asset Premier Bond Fund shares in Q4 2021, an estimated $8.47K.
  • Koshinski Asset Management first reported a position in Western Asset Premier Bond Fund in Q1 2016 and held it in 12 quarters.
  • Koshinski Asset Management's Western Asset Premier Bond Fund position peaked at $1.46M in Q1 2017.
  • 34 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2021.

Based on Koshinski Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.