RWM
PAI

RBA Wealth Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

RBA Wealth Management’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
2021
Q2 		– Sell
-418
Closed -$6.34K – 212
2021
Q1 		$6.34K Buy
+418
New +$6.44K 0.01% 163

Other funds holding PAI

CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

RBA Wealth Management's PAI Position: Q2 2021 in Review

RBA Wealth Management sold out of Western Asset Investment Grade Income Fund (PAI) in Q2 2021, closing a stake of 418 shares — an estimated $6.34K sold.

RBA Wealth Management first reported a position in PAI in Q1 2021 and held it in 1 quarter. The position peaked at $6.34K in Q1 2021. 32 funds tracked by Wall St. Rank hold PAI as of Q2 2021.

  • RBA Wealth Management reported no remaining Western Asset Investment Grade Income Fund position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 418 Western Asset Investment Grade Income Fund shares in Q2 2021, an estimated $6.34K.
  • RBA Wealth Management first reported a position in Western Asset Investment Grade Income Fund in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Western Asset Investment Grade Income Fund position peaked at $6.34K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.