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

CSIC

Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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.