UCFA
WEA

United Capital Financial Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

United Capital Financial 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
2015
Q3 		– Sell
-150,023
Closed -$2.01M – 1320
2015
Q2 		$2.01M Sell
150,023
-38,260
-20% -$523K 0.02% 568
2015
Q1 		$2.61M Buy
188,283
+96,520
+105% +$1.39M 0.03% 499
2014
Q4 		$1.27M Buy
+91,763
New +$1.29M 0.02% 588

Other funds holding WEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's WEA Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Western Asset Premier Bond Fund (WEA) in Q3 2015, closing a stake of 150,023 shares — an estimated $2.01M sold.

United Capital Financial Advisors first reported a position in WEA in Q4 2014 and held it in 3 quarters. The position peaked at $2.61M in Q1 2015. 31 funds tracked by Wall St. Rank hold WEA as of Q3 2015.

  • United Capital Financial Advisors reported no remaining Western Asset Premier Bond Fund position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 150,023 Western Asset Premier Bond Fund shares in Q3 2015, an estimated $2.01M.
  • United Capital Financial Advisors first reported a position in Western Asset Premier Bond Fund in Q4 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's Western Asset Premier Bond Fund position peaked at $2.61M in Q1 2015.
  • 31 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.