YWP
TLI

YorkBridge Wealth Partners’s Western Asset Corporate Loan Fund Inc. TLI Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-30
Closed – – 941
2016
Q4 		$0 Buy
+30
New +$324 ﹤0.01% 899

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HK
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Invesco
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Morgan Stanley
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

YorkBridge Wealth Partners's TLI Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Western Asset Corporate Loan Fund Inc. (TLI) in Q1 2017, closing a stake of 30 shares.

YorkBridge Wealth Partners first reported a position in TLI in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 21 funds tracked by Wall St. Rank hold TLI as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Western Asset Corporate Loan Fund Inc. position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 30 Western Asset Corporate Loan Fund Inc. shares in Q1 2017.
  • YorkBridge Wealth Partners first reported a position in Western Asset Corporate Loan Fund Inc. in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Western Asset Corporate Loan Fund Inc. position peaked at $0 in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Western Asset Corporate Loan Fund Inc. as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.