PFO
SBW

Pathstone Family Office’s Western Asset Worldwide Income SBW Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-3,305
Closed -$42K – 362
2013
Q3 		$42K Buy
+3,305
New +$41.2K 0.18% 88

Other funds holding SBW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Pathstone Family Office's SBW Position: Q4 2013 in Review

Pathstone Family Office sold out of Western Asset Worldwide Income (SBW) in Q4 2013, closing a stake of 3,305 shares — an estimated $42K sold.

Pathstone Family Office first reported a position in SBW in Q3 2013 and held it in 1 quarter. The position peaked at $42K in Q3 2013. 33 funds tracked by Wall St. Rank hold SBW as of Q4 2013.

  • Pathstone Family Office reported no remaining Western Asset Worldwide Income position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 3,305 Western Asset Worldwide Income shares in Q4 2013, an estimated $42K.
  • Pathstone Family Office first reported a position in Western Asset Worldwide Income in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's Western Asset Worldwide Income position peaked at $42K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.