SPIA
WEA

Steward Partners Investment Advisory’s Western Asset Premier Bond Fund WEA Stock Holding History

Steward Partners Investment Advisory’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9
Closed – – 2716
2018
Q2 		$0 Hold
9
– – ﹤0.01% 2559
2018
Q1 		$0 Hold
9
– – ﹤0.01% 2350
2017
Q4 		$0 Hold
9
– – ﹤0.01% 1957
2017
Q3 		$0 Hold
9
– – ﹤0.01% 1771
2017
Q2 		$0 Hold
9
– – ﹤0.01% 1703
2017
Q1 		$0 Hold
9
– – ﹤0.01% 1570
2016
Q4 		$0 Buy
+9
New +$117 ﹤0.01% 897

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's WEA Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Western Asset Premier Bond Fund (WEA) in Q3 2018, closing a stake of 9 shares.

Steward Partners Investment Advisory first reported a position in WEA in Q4 2016 and held it in 7 quarters. The position peaked at $0 in Q2 2018. 37 funds tracked by Wall St. Rank hold WEA as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining Western Asset Premier Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 9 Western Asset Premier Bond Fund shares in Q3 2018.
  • Steward Partners Investment Advisory first reported a position in Western Asset Premier Bond Fund in Q4 2016 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Western Asset Premier Bond Fund position peaked at $0 in Q2 2018.
  • 37 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.