MCC
WEA

Money Concepts Capital’s Western Asset Premier Bond Fund WEA Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-8,908
Closed -$94.8K – 2892
2022
Q4 		$94.8K Buy
+8,908
New +$91.6K ﹤0.01% 988
2022
Q2 		– Sell
-16,520
Closed -$198K – 2617
2022
Q1 		$198K Buy
+16,520
New +$210K 0.01% 745

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's WEA Position: Q1 2023 in Review

Money Concepts Capital sold out of Western Asset Premier Bond Fund (WEA) in Q1 2023, closing a stake of 8,908 shares — an estimated $94.8K sold.

Money Concepts Capital first reported a position in WEA in Q1 2022 and held it in 2 quarters. The position peaked at $198K in Q1 2022. 39 funds tracked by Wall St. Rank hold WEA as of Q1 2023.

  • Money Concepts Capital reported no remaining Western Asset Premier Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 8,908 Western Asset Premier Bond Fund shares in Q1 2023, an estimated $94.8K.
  • Money Concepts Capital first reported a position in Western Asset Premier Bond Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Western Asset Premier Bond Fund position peaked at $198K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.