Stifel Financial
WEA

Stifel Financial’s Western Asset Premier Bond Fund WEA Stock Holding History

Stifel Financial’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
2024
Q4 		– Sell
-10,145
Closed -$114K – 3492
2024
Q3 		$114K Sell
10,145
-589
-5% -$6.45K ﹤0.01% 3226
2024
Q2 		$113K Buy
10,734
+14
+0.1% +$149 ﹤0.01% 3201
2024
Q1 		$114K Buy
10,720
+28
+0.3% +$306 ﹤0.01% 3186
2023
Q4 		$115K Buy
10,692
+58
+0.5% +$600 ﹤0.01% 3147
2023
Q3 		$107K Sell
10,634
-61
-0.6% -$654 ﹤0.01% 3098
2023
Q2 		$109K Buy
10,695
+39
+0.4% +$403 ﹤0.01% 3160
2023
Q1 		$109K Buy
10,656
+26
+0.2% +$278 ﹤0.01% 3171
2022
Q4 		$113K Sell
10,630
-1,898
-15% -$19.5K ﹤0.01% 3111
2022
Q3 		$123K Buy
12,528
+36
+0.3% +$390 ﹤0.01% 3073
2022
Q2 		$132K Sell
12,492
-27,875
-69% -$311K ﹤0.01% 3110
2022
Q1 		$484K Buy
40,367
+219
+0.5% +$2.78K ﹤0.01% 2599
2021
Q4 		$575K Sell
40,148
-1,305
-3% -$18.4K ﹤0.01% 2515
2021
Q3 		$585K Sell
41,453
-7,683
-16% -$112K ﹤0.01% 2489
2021
Q2 		$723K Sell
49,136
-5,020
-9% -$72.1K ﹤0.01% 2347
2021
Q1 		$760K Sell
54,156
-968
-2% -$13.6K ﹤0.01% 2185
2020
Q4 		$781K Sell
55,124
-1,695
-3% -$23K ﹤0.01% 2029
2020
Q3 		$734K Sell
56,819
-1,009
-2% -$13.7K ﹤0.01% 1843
2020
Q2 		$759K Sell
57,828
-3,125
-5% -$39.7K ﹤0.01% 1738
2020
Q1 		$690K Sell
60,953
-9,599
-14% -$130K ﹤0.01% 1655
2019
Q4 		$1.03M Buy
70,552
+1,015
+1% +$14.5K ﹤0.01% 1807
2019
Q3 		$986K Sell
69,537
-6,760
-9% -$93.8K ﹤0.01% 1760
2019
Q2 		$1.05M Buy
76,297
+22,524
+42% +$300K ﹤0.01% 1773
2019
Q1 		$703K Buy
53,773
+28,327
+111% +$358K ﹤0.01% 1859
2018
Q4 		$305K Sell
25,446
-7,387
-22% -$91.2K ﹤0.01% 2216
2018
Q3 		$419K Buy
32,833
+508
+2% +$6.44K ﹤0.01% 2178
2018
Q2 		$409K Buy
32,325
+12,283
+61% +$156K ﹤0.01% 2124
2018
Q1 		$256K Buy
20,042
+6,403
+47% +$84.5K ﹤0.01% 2338
2017
Q4 		$192K Sell
13,639
-390
-3% -$5.39K ﹤0.01% 2454
2017
Q3 		$198K Buy
14,029
+8
+0.1% +$113 ﹤0.01% 2385
2017
Q2 		$198K Sell
14,021
-492
-3% -$6.71K ﹤0.01% 2356
2017
Q1 		$190K Buy
14,513
+6
+0% +$81 ﹤0.01% 2340
2016
Q4 		$185K Buy
14,507
+8
+0.1% +$104 ﹤0.01% 2279
2016
Q3 		$190K Buy
14,499
+9
+0.1% +$124 ﹤0.01% 2203
2016
Q2 		$193K Buy
14,490
+10
+0.1% +$129 ﹤0.01% 2262
2016
Q1 		$182K Sell
14,480
-990
-6% -$11.9K ﹤0.01% 2024
2015
Q4 		$188K Buy
15,470
+10
+0.1% +$126 ﹤0.01% 2135
2015
Q3 		$192K Sell
15,460
-1,027
-6% -$13.2K ﹤0.01% 2038
2015
Q2 		$221K Buy
16,487
+244
+2% +$3.34K ﹤0.01% 2115
2015
Q1 		$226K Sell
16,243
-492
-3% -$7.11K ﹤0.01% 2053
2014
Q4 		$232K Buy
16,735
+8
+0% +$113 ﹤0.01% 2003
2014
Q3 		$240K Sell
16,727
-292
-2% -$4.28K ﹤0.01% 1914
2014
Q2 		$254K Buy
17,019
+302
+2% +$4.54K ﹤0.01% 1870
2014
Q1 		$243K Buy
+16,717
New +$246K ﹤0.01% 1830

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial's WEA Position: Q4 2024 in Review

Stifel Financial sold out of Western Asset Premier Bond Fund (WEA) in Q4 2024, closing a stake of 10,145 shares — an estimated $114K sold.

Stifel Financial first reported a position in WEA in Q1 2014 and held it in 43 quarters. The position peaked at $1.05M in Q2 2019. 41 funds tracked by Wall St. Rank hold WEA as of Q4 2024.

  • Stifel Financial reported no remaining Western Asset Premier Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 10,145 Western Asset Premier Bond Fund shares in Q4 2024, an estimated $114K.
  • Stifel Financial first reported a position in Western Asset Premier Bond Fund in Q1 2014 and held it in 43 quarters.
  • Stifel Financial's Western Asset Premier Bond Fund position peaked at $1.05M in Q2 2019.
  • 41 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.