WFG Advisors’s Western Asset Investment Grade Income Fund PAI Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-4,588	Closed	-$66K	–	1616
2016 Q4	$66K	Buy	4,588 +54	+1%	+$784	0.02%	653
2016 Q3	$70K	Hold	4,534	–	–	0.02%	624
2016 Q2	$64K	Hold	4,534	–	–	0.02%	624
2016 Q1	$62K	Hold	4,534	–	–	0.02%	607
2015 Q4	$59K	Hold	4,534	–	–	0.02%	618
2015 Q3	$60K	Hold	4,534	–	–	0.02%	587
2015 Q2	$60K	Hold	4,534	–	–	0.02%	672
2015 Q1	$63K	Hold	4,534	–	–	0.02%	669
2014 Q4	$61K	Hold	4,534	–	–	0.01%	807
2014 Q3	$61K	Buy	4,534 +19	+0.4%	+$259	0.01%	852
2014 Q2	$63K	Buy	+4,515	New	+$61.6K	0.01%	828

Other funds holding PAI

CSIC

Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

WFG Advisors's PAI Position: Q1 2017 in Review

WFG Advisors sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2017, closing a stake of 4,588 shares — an estimated $66K sold.

WFG Advisors first reported a position in PAI in Q2 2014 and held it in 11 quarters. The position peaked at $70K in Q3 2016. 25 funds tracked by Wall St. Rank hold PAI as of Q1 2017.

WFG Advisors reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 4,588 Western Asset Investment Grade Income Fund shares in Q1 2017, an estimated $66K.
WFG Advisors first reported a position in Western Asset Investment Grade Income Fund in Q2 2014 and held it in 11 quarters.
WFG Advisors's Western Asset Investment Grade Income Fund position peaked at $70K in Q3 2016.
25 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.