Western Asset Investment Grade Defined Opportunity Trust Inc: Ubs Group Ag Disclosed Stake

February 13, 2018 - By Linda Rogers

 Western Asset Investment Grade Defined Opportunity Trust Inc: Ubs Group Ag Disclosed Stake

Investors sentiment is 1.25 in Q3 2017. Its the same as in 2017Q2. It is flat, as 3 investors sold Western Asset Investment Grade Defined Opportunity Trust Inc. shares while 5 reduced holdings. only 4 funds opened positions while 6 raised stakes. 780,831 shares or 0.16% less from 782,063 shares in 2017Q2 were reported.

Raymond James & Associate invested in 20,226 shares. Invesco Limited invested 0% in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI). California-based Perigon Wealth Management has invested 0.01% in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI). The New York-based Morgan Stanley has invested 0% in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI). Cetera Advisor Ltd Liability owns 55,700 shares for 0.05% of their portfolio. Guggenheim Capital Limited Liability Com reported 34,650 shares stake. Robinson Capital Lc stated it has 0.28% of its portfolio in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI). California-based Wells Fargo And Mn has invested 0% in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI). Royal Financial Bank Of Canada holds 0% of its portfolio in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI) for 26,150 shares. Focused Wealth Mgmt holds 0.01% in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI) or 728 shares. First Manhattan owns 132,986 shares. Drexel Morgan has 9,615 shares for 0.21% of their portfolio. Comml Bank Of America Corp De owns 0% invested in Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI) for 202,568 shares. Citigroup invested in 9,894 shares or 0% of the stock. Northwestern Mutual Wealth Mngmt reported 15,626 shares.

The New Ubs Group Ag Holding in Western Asset Investment Grade Defined Opportunity Trust Inc

Ubs Group Ag reported SC 13G/A form with the SEC for Western Asset Investment Grade Defined Opportunity Trust Inc. Access it here: 000119312518042365. As reported by Ubs Group Ag, the filler owns 6.57% or 709,673 shares of the Finance–company.

Western Asset Investment Grade Defined Opportunity Trust Inc stake is new for [reportingPerson]. Date of activity: December29, 2017. This shows Ubs Group Ag’s positive view for Western Asset Investment Grade Defined Opportunity Trust Inc.

Western Asset Investment Grade Defined Opportunity Trust Inc Institutional Sentiment

Filings show 18 investors own Western Asset Investment Grade Defined Opportunity Trust Inc. The ownership in Q3 2015 is low, at Infinity of the outstanding shares. This is increased by 19993. 1266642 were owned by these investors. 1 funds opened new Western Asset Investment Grade Defined Opportunity Trust Inc stakes, 7 increased positions. There were 0 that closed positions and 6 reduced them.

Next Financial Group Inc is an investor bullish on Western Asset Investment Grade Defined Opportunity Trust Inc, owning 250 shares as of Q3 2015 for less than 0.01% of its portfolio. Focused Wealth Management Inc owns 728 shares or 0.01% of its portfolio. IA Dubuque Bank & Trust Company have 0.02% of its portfolio for 4735 shares. Further, Clenar Muke Llc reported stake worth 0.07% of its portfolio. The NY First Manhattan Company owns 714749 shares. Western Asset Investment Grade Defined Opportunity Trust Inc is 0.09% of its portfolio.

Business Profile

Western Asset Investment Grade Defined Opportunity Trust Inc. is a non-diversified, closed-end management investment company. The Fund’s primary investment objective is to provide current income and then to liquidate and distribute substantially all of the Fund’s net assets to stockholders on or about December 2, 2024. As a secondary investment objective, the Fund will seek capital appreciation. The Fund seeks to achieve its investment objectives by investing, under normal market conditions, at least 80% of its net assets in investment grade corporate fixed-income securities of varying maturities. The Fund’s investment portfolio sectors include corporate bonds and notes; consumer discretionary; consumer staples; financials; energy; healthcare; industrials; information technology; utilities; materials; telecommunication services, and real estate. Legg Mason Partners Fund Advisor, LLC is the Fund’s investment manager.

SEC Form 13G.

It closed at $20.33 lastly. It is up 0.00% since February 14, 2017 and is . It has underperformed by 16.70% the S&P500.

More notable recent Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI) news were published by: Seekingalpha.com which released: “Western Asset Mortgage Defined Opportunity Fund: A Good Or Bad Investment?” on September 20, 2016, also Seekingalpha.com with their article: “A Look Into Western Asset’s Closed-End Funds” published on October 23, 2017, Businesswire.com published: “Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months …” on February 14, 2017. More interesting news about Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE:IGI) were released by: Businesswire.com and their article: “Western Asset Global Corporate Defined Opportunity Fund Inc. Portfolio …” published on October 30, 2015 as well as Businesswire.com‘s news article titled: “Closed End Funds Advised or Administered by Legg Mason Partners Fund Advisor …” with publication date: December 29, 2017.

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