RJFSA
SBW

Raymond James Financial Services Advisors’s Western Asset Worldwide Income SBW Stock Holding History

Raymond James Financial Services Advisors’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
-22,999
Closed -$289K – 531
2013
Q3 		$289K Buy
+22,999
New +$287K 0.02% 461

Other funds holding SBW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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 12.96% 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

Raymond James Financial Services Advisors's SBW Position: Q4 2013 in Review

Raymond James Financial Services Advisors sold out of Western Asset Worldwide Income (SBW) in Q4 2013, closing a stake of 22,999 shares — an estimated $289K sold.

Raymond James Financial Services Advisors first reported a position in SBW in Q3 2013 and held it in 1 quarter. The position peaked at $289K in Q3 2013. 33 funds tracked by Wall St. Rank hold SBW as of Q4 2013.

  • Raymond James Financial Services Advisors reported no remaining Western Asset Worldwide Income position as of Q4 2013 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 22,999 Western Asset Worldwide Income shares in Q4 2013, an estimated $289K.
  • Raymond James Financial Services Advisors first reported a position in Western Asset Worldwide Income in Q3 2013 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Western Asset Worldwide Income position peaked at $289K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2013.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2013, filed 3 Feb 2014.