SFWA
TLI

Summit Financial Wealth Advisors’s Western Asset Corporate Loan Fund Inc. TLI Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TLI Stock Details TLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,000
Closed -$102K – 231
2015
Q3 		$102K Sell
10,000
-4,500
-31% -$48.3K 0.07% 98
2015
Q2 		$160K Buy
+14,500
New +$162K 0.1% 90

Other funds holding TLI

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DIA
Dean Investment Associates Beavercreek, Ohio $710M AUM 22.02% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Wealth Advisors's TLI Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Western Asset Corporate Loan Fund Inc. (TLI) in Q4 2015, closing a stake of 10,000 shares — an estimated $102K sold.

Summit Financial Wealth Advisors first reported a position in TLI in Q2 2015 and held it in 2 quarters. The position peaked at $160K in Q2 2015. 34 funds tracked by Wall St. Rank hold TLI as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Western Asset Corporate Loan Fund Inc. position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 10,000 Western Asset Corporate Loan Fund Inc. shares in Q4 2015, an estimated $102K.
  • Summit Financial Wealth Advisors first reported a position in Western Asset Corporate Loan Fund Inc. in Q2 2015 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Western Asset Corporate Loan Fund Inc. position peaked at $160K in Q2 2015.
  • 34 funds tracked by Wall St. Rank held Western Asset Corporate Loan Fund Inc. as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.