MML Investors Services’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

MML Investors Services’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,671	Closed	-$129K	–	1903
2021 Q1	$129K	Buy	10,671 +33	+0.3%	+$407	﹤0.01%	1762
2020 Q4	$133K	Sell	10,638 -12,180	-53%	-$144K	﹤0.01%	1626
2020 Q3	$263K	Sell	22,818 -10,344	-31%	-$127K	﹤0.01%	1357
2020 Q2	$383K	Sell	33,162 -2,779	-8%	-$31.4K	0.01%	1119
2020 Q1	$379K	Buy	35,941 +8,676	+32%	+$107K	0.01%	983
2019 Q4	$344K	Buy	+27,265	New	+$337K	﹤0.01%	1165

Other funds holding BWG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MML Investors Services's BWG Position: Q2 2021 in Review

MML Investors Services sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2021, closing a stake of 10,671 shares — an estimated $129K sold.

MML Investors Services first reported a position in BWG in Q4 2019 and held it in 6 quarters. The position peaked at $383K in Q2 2020. 47 funds tracked by Wall St. Rank hold BWG as of Q2 2021.

MML Investors Services reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
MML Investors Services sold 10,671 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2021, an estimated $129K.
MML Investors Services first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2019 and held it in 6 quarters.
MML Investors Services's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $383K in Q2 2020.
47 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2021.

Based on MML Investors Services's 13F filing for Q2 2021, filed 13 Aug 2021.