WEC
WEA

Winslow Evans & Crocker’s Western Asset Premier Bond Fund WEA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$11K Buy
+750
New +$10.2K ﹤0.01% 941
2017
Q3 		– Sell
-1,000
Closed -$14K – 1253
2017
Q2 		$14K Sell
1,000
-100
-9% -$1.36K ﹤0.01% 843
2017
Q1 		$14.7K Hold
1,100
– – ﹤0.01% 803
2016
Q4 		$14.2K Hold
1,100
– – ﹤0.01% 802
2016
Q3 		$14.8K Hold
1,100
– – ﹤0.01% 808
2016
Q2 		$14.6K Hold
1,100
– – ﹤0.01% 787
2016
Q1 		$13.8K Hold
1,100
– – ﹤0.01% 799
2015
Q4 		$13.4K Hold
1,100
– – ﹤0.01% 845
2015
Q3 		$13.7K Hold
1,100
– – ﹤0.01% 820
2015
Q2 		$14.7K Hold
1,100
– – ﹤0.01% 833
2015
Q1 		$15.3K Hold
1,100
– – ﹤0.01% 791
2014
Q4 		$15.3K Hold
1,100
– – ﹤0.01% 796
2014
Q3 		$15.8K Hold
1,100
– – ﹤0.01% 797
2014
Q2 		$16.4K Hold
1,100
– – 0.01% 725
2014
Q1 		$16K Hold
1,100
– – 0.01% 721
2013
Q4 		$16K Buy
+1,100
New +$16.3K 0.01% 771

Other funds holding WEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's WEA Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Western Asset Premier Bond Fund (WEA) in Q4 2020: 750 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in WEA as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in WEA in Q4 2013 and has held it in 16 quarters since. The position peaked at $16.4K in Q2 2014. 31 funds tracked by Wall St. Rank hold WEA as of Q4 2020.

  • Winslow Evans & Crocker held 750 shares of Western Asset Premier Bond Fund worth $11K as of Q4 2020.
  • Western Asset Premier Bond Fund was a new Winslow Evans & Crocker position in Q4 2020.
  • Western Asset Premier Bond Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #941 holding.
  • Winslow Evans & Crocker first reported a position in Western Asset Premier Bond Fund in Q4 2013 and has held it in 16 quarters since.
  • Winslow Evans & Crocker's Western Asset Premier Bond Fund position peaked at $16.4K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.