Sowell Financial Services’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Sowell Financial Services’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-209	Closed	-$3K	–	840
2021 Q1	$3K	Sell	209 -9	-4%	-$111	﹤0.01%	2716
2020 Q4	$3K	Buy	218 +88	+68%	+$1.04K	﹤0.01%	2383
2020 Q3	$1K	Sell	130 -24	-16%	-$296	﹤0.01%	2331
2020 Q2	$2K	Buy	154 +29	+23%	+$328	﹤0.01%	2127
2020 Q1	$1K	Hold	125	–	–	﹤0.01%	2203
2019 Q4	$2K	Buy	125 +14	+13%	+$173	﹤0.01%	2167
2019 Q3	$1K	Buy	+111	New	+$1.32K	﹤0.01%	2202

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Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return