Private Advisor Group
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Private Advisor Group’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Private Advisor Group’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-139
Closed -$2K – 2867
2020
Q2 		$2K Buy
+139
New +$2K ﹤0.01% 3593
2016
Q3 		– Sell
-10,207
Closed -$145K – 1175
2016
Q2 		$145K Sell
10,207
-1,000
-9% -$13.8K 0.01% 1034
2016
Q1 		$152K Buy
+11,207
New +$145K 0.01% 943

Other funds holding PAI

Clifford Swan Investment Counsel
Clifford Swan Investment Counsel Pasadena, California $3.12B AUM 28.67% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
B. Riley Wealth Management
B. Riley Wealth Management Memphis, Tennessee $970M AUM 8.53% 1-Year Est. Return

Private Advisor Group's PAI Position: Q3 2020 in Review

Private Advisor Group sold out of Western Asset Investment Grade Income Fund (PAI) in Q3 2020, closing a stake of 139 shares — an estimated $2K sold.

Private Advisor Group first reported a position in PAI in Q1 2016 and held it in 3 quarters. The position peaked at $152K in Q1 2016. 22 funds tracked by Wall St. Rank hold PAI as of Q3 2020.

  • Private Advisor Group reported no remaining Western Asset Investment Grade Income Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 139 Western Asset Investment Grade Income Fund shares in Q3 2020, an estimated $2K.
  • Private Advisor Group first reported a position in Western Asset Investment Grade Income Fund in Q1 2016 and held it in 3 quarters.
  • Private Advisor Group's Western Asset Investment Grade Income Fund position peaked at $152K in Q1 2016.
  • 22 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.