MSI Financial Services’s Western Asset Worldwide Income SBW Stock Holding History

MSI Financial Services’s Portfolio SBW Stock Details SBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-170	Closed	-$2K	–	4188
2016 Q3	$2K	Buy	170 +166	+4,150%	+$1.91K	﹤0.01%	3623
2016 Q2	$0	Hold	4	–	–	﹤0.01%	4231
2016 Q1	$0	Hold	4	–	–	﹤0.01%	4223
2015 Q4	$0	Hold	4	–	–	﹤0.01%	4069
2015 Q3	$0	Hold	4	–	–	﹤0.01%	3498
2015 Q2	$0	Sell	4 -290	-99%	-$3.3K	﹤0.01%	3372
2015 Q1	$3K	Hold	294	–	–	﹤0.01%	2673
2014 Q4	$3K	Sell	294 -4	-1%	-$47	﹤0.01%	2344
2014 Q3	$4K	Hold	298	–	–	﹤0.01%	2232
2014 Q2	$4K	Hold	298	–	–	﹤0.01%	2194
2014 Q1	$4K	Hold	298	–	–	﹤0.01%	2125
2013 Q4	$4K	Hold	298	–	–	﹤0.01%	2096
2013 Q3	$4K	Hold	298	–	–	﹤0.01%	1803
2013 Q2	$4K	Buy	+298	New	+$4.34K	﹤0.01%	1941

MSI Financial Services's SBW Position: Q4 2016 in Review

MSI Financial Services sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 170 shares — an estimated $2K sold.

MSI Financial Services first reported a position in SBW in Q2 2013 and held it in 14 quarters. The position peaked at $4K in Q3 2014. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

MSI Financial Services reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
MSI Financial Services sold 170 Western Asset Worldwide Income shares in Q4 2016, an estimated $2K.
MSI Financial Services first reported a position in Western Asset Worldwide Income in Q2 2013 and held it in 14 quarters.
MSI Financial Services's Western Asset Worldwide Income position peaked at $4K in Q3 2014.
0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.