Shaker Financial Services’s Western Asset Worldwide Income SBW Stock Holding History

Shaker Financial Services’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
2016 Q4	–	Sell	-14,507	Closed	-$168K	–	144
2016 Q3	$168K	Sell	14,507 -17,738	-55%	-$204K	0.11%	108
2016 Q2	$354K	Buy	32,245 +20,143	+166%	+$214K	0.25%	85
2016 Q1	$126K	Buy	+12,102	New	+$119K	0.09%	89
2014 Q4	–	Sell	-11,238	Closed	-$138K	–	167
2014 Q3	$138K	Buy	+11,238	New	+$143K	0.09%	127
2013 Q4	–	Sell	-39,047	Closed	-$491K	–	192
2013 Q3	$491K	Buy	39,047 +2,835	+8%	+$35.3K	0.36%	95
2013 Q2	$474K	Buy	+36,212	New	+$528K	0.35%	91

Shaker Financial Services's SBW Position: Q4 2016 in Review

Shaker Financial Services sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 14,507 shares — an estimated $168K sold.

Shaker Financial Services first reported a position in SBW in Q2 2013 and held it in 6 quarters. The position peaked at $491K in Q3 2013. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

Shaker Financial Services reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
Shaker Financial Services sold 14,507 Western Asset Worldwide Income shares in Q4 2016, an estimated $168K.
Shaker Financial Services first reported a position in Western Asset Worldwide Income in Q2 2013 and held it in 6 quarters.
Shaker Financial Services's Western Asset Worldwide Income position peaked at $491K in Q3 2013.
0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

Based on Shaker Financial Services's 13F filing for Q4 2016, filed 8 Feb 2017.