Western Investment
Latest statistics and disclosures from Western Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MVC Capital, Nuveen Mult Curr St Gv Incm, Nuveen Dividend Advantage Municipal Fd 2, BTZ, EWA, and represent 70.55% of Western Investment's stock portfolio.
- Added to shares of these 10 stocks: Nuveen Mult Curr St Gv Incm, Nuveen Dividend Advantage Municipal Fd 2, TIPT, BTZ, PowerShares DB US Dollar Index Bullish, NZF, EWA, AllianceBernstein Income Fund, Winthrop Realty Trust, American Strategic Income Portfolio III.
- Started 7 new stock positions in TIPT, Nuveen Dividend Advantage Municipal Fd 2, American Strategic Income Portf. Inc II, American Strategic Income Portfolio III, AllianceBernstein Income Fund, Winthrop Realty Trust, PowerShares DB US Dollar Index Bullish.
- Reduced shares in these 10 stocks: , MVC Capital, EDD, EOI, , , ECH, , Nuveen Quality Income Municipal Fund, Federated Enhanced Treasury.
- Sold out of its positions in American Capital Mortgage In, BlackRock Muniyield Michigan Ins. Fnd II, EOI, ETJ, First Trust Active Dividend Income Fund, ECH, EDD, Nuveen Insured Quality Muncipal Fund, Virtus Total Return Fund Cef.
- Western Investment was a net seller of stock by $-633k.
- Western Investment has $23M in assets under management (AUM), dropping by -0.89%.
- Central Index Key (CIK): 0001286207
Portfolio Holdings for Western Investment
Western Investment holds 27 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Past Filings by Western Investment
SEC 13F filings are viewable for Western Investment going back to 2010
- Western Investment 2013 Q3 filed Nov. 14, 2013
- Western Investment 2013 Q2 filed Aug. 14, 2013
- Western Investment 2013 Q1 filed May 15, 2013
- Western Investment 2012 Q4 filed Feb. 14, 2013
- Western Investment 2012 Q3 filed Nov. 14, 2012
- Western Investment 2012 Q2 filed Aug. 14, 2012
- Western Investment 2012 Q1 filed May 15, 2012
- Western Investment 2011 Q4 filed Feb. 14, 2012
- Western Investment 2011 Q3 filed Nov. 14, 2011
- Western Investment 2011 Q2 filed Aug. 15, 2011
- Western Investment 2011 Q1 filed May 16, 2011
- Western Investment 2010 Q4 filed Feb. 14, 2011