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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-150,023
Closed -$2.01M – 1320
2015
Q2 		$2.01M Sell
150,023
-38,260
-20% -$513K 0.02% 568
2015
Q1 		$2.61M Buy
188,283
+96,520
+105% +$1.34M 0.03% 499
2014
Q4 		$1.28M Buy
+91,763
New +$1.28M 0.02% 588