SFWA
WEA

Summit Financial Wealth Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

Summit Financial Wealth Advisors’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
2016
Q2 		– Sell
-94,956
Closed -$985K – 155
2016
Q1 		$985K Hold
94,956
– – 0.43% 56
2015
Q4 		$970K Buy
+94,956
New +$1.2M 0.44% 57

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Summit Financial Wealth Advisors's WEA Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q2 2016, closing a stake of 94,956 shares — an estimated $985K sold.

Summit Financial Wealth Advisors first reported a position in WEA in Q4 2015 and held it in 2 quarters. The position peaked at $985K in Q1 2016. 34 funds tracked by Wall St. Rank hold WEA as of Q2 2016.

  • Summit Financial Wealth Advisors reported no remaining Western Asset Premier Bond Fund position as of Q2 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 94,956 Western Asset Premier Bond Fund shares in Q2 2016, an estimated $985K.
  • Summit Financial Wealth Advisors first reported a position in Western Asset Premier Bond Fund in Q4 2015 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Western Asset Premier Bond Fund position peaked at $985K in Q1 2016.
  • 34 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.