SFWA
SBW

Summit Financial Wealth Advisors’s Western Asset Worldwide Income SBW Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-1,000
Closed -$10K – 273
2015
Q2 		$10K Buy
+1,000
New +$11.4K 0.01% 232

Other funds holding SBW

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Wealth Advisors's SBW Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Western Asset Worldwide Income (SBW) in Q3 2015, closing a stake of 1,000 shares — an estimated $10K sold.

Summit Financial Wealth Advisors first reported a position in SBW in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 33 funds tracked by Wall St. Rank hold SBW as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Western Asset Worldwide Income position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Western Asset Worldwide Income shares in Q3 2015, an estimated $10K.
  • Summit Financial Wealth Advisors first reported a position in Western Asset Worldwide Income in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Western Asset Worldwide Income position peaked at $10K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.