POIA
WEA

Pin Oak Investment Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

Pin Oak Investment Advisors’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
2024
Q4 		– Sell
-1,475
Closed -$16K – 492
2024
Q3 		$16K Hold
1,475
– – 0.01% 296
2024
Q2 		$15K Hold
1,475
– – 0.01% 299
2024
Q1 		$16K Hold
1,475
– – 0.02% 291
2023
Q4 		$16K Hold
1,475
– – 0.02% 289
2023
Q3 		$15K Hold
1,475
– – 0.02% 285
2023
Q2 		$15K Hold
1,475
– – 0.02% 281
2023
Q1 		$15K Hold
1,475
– – 0.02% 272
2022
Q4 		$16K Hold
1,475
– – 0.02% 252
2022
Q3 		$14K Hold
1,475
– – 0.02% 251
2022
Q2 		$16K Hold
1,475
– – 0.02% 260
2022
Q1 		$18K Hold
1,475
– – 0.02% 274
2021
Q4 		$21K Hold
1,475
– – 0.02% 256
2021
Q3 		$21K Hold
1,475
– – 0.02% 252
2021
Q2 		$22K Hold
1,475
– – 0.02% 238
2021
Q1 		$21K Hold
1,475
– – 0.02% 249
2020
Q4 		$21K Hold
1,475
– – 0.02% 265
2020
Q3 		$19K Hold
1,475
– – 0.02% 242
2020
Q2 		$19K Hold
1,475
– – 0.02% 234
2020
Q1 		$17K Hold
1,475
– – 0.02% 237
2019
Q4 		$22K Hold
1,475
– – 0.02% 251
2019
Q3 		$21K Buy
+1,475
New +$20.5K 0.02% 256

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pin Oak Investment Advisors's WEA Position: Q4 2024 in Review

Pin Oak Investment Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q4 2024, closing a stake of 1,475 shares — an estimated $16K sold.

Pin Oak Investment Advisors first reported a position in WEA in Q3 2019 and held it in 21 quarters. The position peaked at $22K in Q2 2021. 41 funds tracked by Wall St. Rank hold WEA as of Q4 2024.

  • Pin Oak Investment Advisors reported no remaining Western Asset Premier Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 1,475 Western Asset Premier Bond Fund shares in Q4 2024, an estimated $16K.
  • Pin Oak Investment Advisors first reported a position in Western Asset Premier Bond Fund in Q3 2019 and held it in 21 quarters.
  • Pin Oak Investment Advisors's Western Asset Premier Bond Fund position peaked at $22K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.