MIFH
WEA

Migdal Insurance & Financial Holdings’s Western Asset Premier Bond Fund WEA Stock Holding History

Migdal Insurance & Financial Holdings’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
Q1 		– Sell
-5,066
Closed -$62K – 130
2015
Q4 		$62K Buy
+5,066
New +$63.9K ﹤0.01% 112

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Migdal Insurance & Financial Holdings's WEA Position: Q1 2016 in Review

Migdal Insurance & Financial Holdings sold out of Western Asset Premier Bond Fund (WEA) in Q1 2016, closing a stake of 5,066 shares — an estimated $62K sold.

Migdal Insurance & Financial Holdings first reported a position in WEA in Q4 2015 and held it in 1 quarter. The position peaked at $62K in Q4 2015. 36 funds tracked by Wall St. Rank hold WEA as of Q1 2016.

  • Migdal Insurance & Financial Holdings reported no remaining Western Asset Premier Bond Fund position as of Q1 2016 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 5,066 Western Asset Premier Bond Fund shares in Q1 2016, an estimated $62K.
  • Migdal Insurance & Financial Holdings first reported a position in Western Asset Premier Bond Fund in Q4 2015 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Western Asset Premier Bond Fund position peaked at $62K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2016.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2016, filed 20 Apr 2016.