TFO
BWG

Tarbox Family Office’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Tarbox Family Office’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,436
Closed -$81K – 1120
2021
Q3 		$81K Sell
6,436
-5,918
-48% -$74.7K 0.01% 195
2021
Q2 		$156K Buy
+12,354
New +$153K 0.03% 149

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COLIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tarbox Family Office's BWG Position: Q4 2021 in Review

Tarbox Family Office sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q4 2021, closing a stake of 6,436 shares — an estimated $81K sold.

Tarbox Family Office first reported a position in BWG in Q2 2021 and held it in 2 quarters. The position peaked at $156K in Q2 2021. 41 funds tracked by Wall St. Rank hold BWG as of Q4 2021.

  • Tarbox Family Office reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 6,436 BrandywineGLOBAL Global Income Opportunities Fund shares in Q4 2021, an estimated $81K.
  • Tarbox Family Office first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2021 and held it in 2 quarters.
  • Tarbox Family Office's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $156K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.