TC
WEA

Truvestments Capital’s Western Asset Premier Bond Fund WEA Stock Holding History

Truvestments Capital’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
2020
Q3 		– Sell
-250
Closed -$3K – 556
2020
Q2 		$3K Hold
250
– – ﹤0.01% 496
2020
Q1 		$2K Buy
+250
New +$3.39K ﹤0.01% 469

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Truvestments Capital's WEA Position: Q3 2020 in Review

Truvestments Capital sold out of Western Asset Premier Bond Fund (WEA) in Q3 2020, closing a stake of 250 shares — an estimated $3K sold.

Truvestments Capital first reported a position in WEA in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 32 funds tracked by Wall St. Rank hold WEA as of Q3 2020.

  • Truvestments Capital reported no remaining Western Asset Premier Bond Fund position as of Q3 2020 after selling out during the quarter.
  • Truvestments Capital sold 250 Western Asset Premier Bond Fund shares in Q3 2020, an estimated $3K.
  • Truvestments Capital first reported a position in Western Asset Premier Bond Fund in Q1 2020 and held it in 2 quarters.
  • Truvestments Capital's Western Asset Premier Bond Fund position peaked at $3K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2020.

Based on Truvestments Capital's 13F filing for Q3 2020, filed 13 Nov 2020.