WA
TLI

WFG Advisors’s Western Asset Corporate Loan Fund Inc. TLI Stock Holding History

WFG Advisors’s Portfolio TLI Stock Details TLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$22K Hold
1,975
– – 0.01% 936
2017
Q1 		$22K Hold
1,975
– – 0.01% 864
2016
Q4 		$22K Hold
1,975
– – 0.01% 915
2016
Q3 		$21K Hold
1,975
– – 0.01% 938
2016
Q2 		$20K Buy
+1,975
New +$20K 0.01% 920
2016
Q1 		– Sell
-1,975
Closed -$20K – 1727
2015
Q4 		$20K Hold
1,975
– – 0.01% 902
2015
Q3 		$20K Hold
1,975
– – 0.01% 893
2015
Q2 		$22K Hold
1,975
– – 0.01% 954
2015
Q1 		$22K Hold
1,975
– – 0.01% 961
2014
Q4 		$22K Hold
1,975
– – ﹤0.01% 1191
2014
Q3 		$23K Sell
1,975
-125
-6% -$1.48K ﹤0.01% 1231
2014
Q2 		$25K Hold
2,100
– – ﹤0.01% 1192
2014
Q1 		$25K Hold
2,100
– – 0.01% 1185
2013
Q4 		$26K Hold
2,100
– – ﹤0.01% 1248
2013
Q3 		$26K Hold
2,100
– – ﹤0.01% 1172
2013
Q2 		$27K Buy
+2,100
New +$28.6K ﹤0.01% 1103

Other funds holding TLI

DIA
Dean Investment Associates Beavercreek, Ohio $710M AUM 22.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WFG Advisors's TLI Position: Q2 2017 in Review

WFG Advisors held its Western Asset Corporate Loan Fund Inc. (TLI) position steady in Q2 2017 at 1,975 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #936.

WFG Advisors first reported a position in TLI in Q2 2013 and has held it in 16 quarters since. The position peaked at $27K in Q2 2013. 23 funds tracked by Wall St. Rank hold TLI as of Q2 2017.

  • WFG Advisors held 1,975 shares of Western Asset Corporate Loan Fund Inc. worth $22K as of Q2 2017.
  • WFG Advisors left its Western Asset Corporate Loan Fund Inc. share count unchanged in Q2 2017.
  • Western Asset Corporate Loan Fund Inc. made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #936 holding.
  • WFG Advisors first reported a position in Western Asset Corporate Loan Fund Inc. in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Western Asset Corporate Loan Fund Inc. position peaked at $27K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Western Asset Corporate Loan Fund Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.