VCP
PAI

Verus Capital Partners’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Verus Capital Partners’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$11K Sell
852
-650
-43% -$9.72K ﹤0.01% 975
2019
Q4 		$23K Buy
+1,502
New +$24K 0.01% 867

Other funds holding PAI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Verus Capital Partners's PAI Position: Q1 2020 in Review

Verus Capital Partners reduced its Western Asset Investment Grade Income Fund (PAI) stake by 43% in Q1 2020, selling an estimated $9.72K and leaving 852 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Verus Capital Partners first reported a position in PAI in Q4 2019 and has held it in 2 quarters since. The position peaked at $23K in Q4 2019. 27 funds tracked by Wall St. Rank hold PAI as of Q1 2020.

  • Verus Capital Partners held 852 shares of Western Asset Investment Grade Income Fund worth $11K as of Q1 2020.
  • Verus Capital Partners sold 650 Western Asset Investment Grade Income Fund shares in Q1 2020, an estimated $9.72K.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #975 holding.
  • Verus Capital Partners first reported a position in Western Asset Investment Grade Income Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Western Asset Investment Grade Income Fund position peaked at $23K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.