MML Investors Services
WEA

MML Investors Services’s Western Asset Premier Bond Fund WEA Stock Holding History

MML Investors Services’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
-109,677
Closed -$1.55M – 2069
2021
Q3 		$1.55M Buy
109,677
+22,926
+26% +$335K 0.01% 835
2021
Q2 		$1.28M Buy
+86,751
New +$1.25M 0.01% 896

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

MML Investors Services's WEA Position: Q4 2021 in Review

MML Investors Services sold out of Western Asset Premier Bond Fund (WEA) in Q4 2021, closing a stake of 109,677 shares — an estimated $1.55M sold.

MML Investors Services first reported a position in WEA in Q2 2021 and held it in 2 quarters. The position peaked at $1.55M in Q3 2021. 34 funds tracked by Wall St. Rank hold WEA as of Q4 2021.

  • MML Investors Services reported no remaining Western Asset Premier Bond Fund position as of Q4 2021 after selling out during the quarter.
  • MML Investors Services sold 109,677 Western Asset Premier Bond Fund shares in Q4 2021, an estimated $1.55M.
  • MML Investors Services first reported a position in Western Asset Premier Bond Fund in Q2 2021 and held it in 2 quarters.
  • MML Investors Services's Western Asset Premier Bond Fund position peaked at $1.55M in Q3 2021.
  • 34 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2021.

Based on MML Investors Services's 13F filing for Q4 2021, filed 14 Feb 2022.