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

SeaCrest 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
2022 Q3	–	Sell	-1,500	Closed	-$18K	–	1229
2022 Q2	$18K	Buy	+1,500	New	+$18.8K	﹤0.01%	1518
2019 Q2	–	Sell	-2,000	Closed	-$30K	–	1446
2019 Q1	$30K	Sell	2,000 -500	-20%	-$7.05K	0.01%	1119
2018 Q4	$33K	Hold	2,500	–	–	0.01%	1043
2018 Q3	$34K	Hold	2,500	–	–	0.01%	1163
2018 Q2	$34K	Hold	2,500	–	–	0.01%	1143
2018 Q1	$35K	Hold	2,500	–	–	0.01%	1105
2017 Q4	$40K	Buy	+2,500	New	+$39.5K	0.01%	1051

Other funds holding PAI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MCWA

Meadow Creek Wealth Advisors Atlanta, Georgia $155M AUM 23.95% 1-Year Est. Return

SeaCrest Wealth Management's PAI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Western Asset Investment Grade Income Fund (PAI) in Q3 2022, closing a stake of 1,500 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in PAI in Q4 2017 and held it in 7 quarters. The position peaked at $40K in Q4 2017. 34 funds tracked by Wall St. Rank hold PAI as of Q3 2022.

SeaCrest Wealth Management reported no remaining Western Asset Investment Grade Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,500 Western Asset Investment Grade Income Fund shares in Q3 2022, an estimated $18K.
SeaCrest Wealth Management first reported a position in Western Asset Investment Grade Income Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Western Asset Investment Grade Income Fund position peaked at $40K in Q4 2017.
34 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.