Mid Atlantic Financial Management’s Western Asset Premier Bond Fund WEA Stock Holding History

Mid Atlantic Financial 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 Q3	$246K	Buy	17,400 +1,600	+10%	+$23.3K	0.02%	740
2021 Q2	$233K	Buy	+15,800	New	+$227K	0.02%	773
2021 Q1	–	Sell	-10,600	Closed	-$150K	–	903
2020 Q4	$150K	Hold	10,600	–	–	0.01%	748
2020 Q3	$142K	Hold	10,600	–	–	0.01%	700
2020 Q2	$139K	Hold	10,600	–	–	0.01%	677
2020 Q1	$119K	Hold	10,600	–	–	0.01%	618
2019 Q4	$155K	Hold	10,600	–	–	0.01%	670
2019 Q3	$151K	Sell	10,600 -3,200	-23%	-$44.4K	0.02%	642
2019 Q2	$189K	Sell	13,800 -2,865	-17%	-$38.2K	0.02%	651
2019 Q1	$218K	Sell	16,665 -40,400	-71%	-$510K	0.02%	609
2018 Q4	$690K	Buy	+57,065	New	+$704K	0.09%	237

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PMG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mid Atlantic Financial Management's WEA Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Western Asset Premier Bond Fund (WEA) stake by 10% in Q3 2021, buying an estimated $23.3K and bringing the position to 17,400 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #740.

Mid Atlantic Financial Management first reported a position in WEA in Q4 2018 and has held it in 11 quarters since. The position peaked at $690K in Q4 2018. 35 funds tracked by Wall St. Rank hold WEA as of Q3 2021.

Mid Atlantic Financial Management held 17,400 shares of Western Asset Premier Bond Fund worth $246K as of Q3 2021.
Mid Atlantic Financial Management bought 1,600 Western Asset Premier Bond Fund shares in Q3 2021, an estimated $23.3K.
Western Asset Premier Bond Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #740 holding.
Mid Atlantic Financial Management first reported a position in Western Asset Premier Bond Fund in Q4 2018 and has held it in 11 quarters since.
Mid Atlantic Financial Management's Western Asset Premier Bond Fund position peaked at $690K in Q4 2018.
35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.