Advisor Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Advisor Group’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,067	Closed	-$12K	–	5458
2019 Q3	$12K	Hold	1,067	–	–	﹤0.01%	4255
2019 Q2	$12K	Hold	1,067	–	–	﹤0.01%	4280
2019 Q1	$12K	Hold	1,067	–	–	﹤0.01%	4288
2018 Q4	$11K	Hold	1,067	–	–	﹤0.01%	4159
2018 Q3	$12K	Buy	+1,067	New	+$12.2K	﹤0.01%	4198
2017 Q1	–	Sell	-98	Closed	-$1K	–	4815
2016 Q4	$1K	Buy	+98	New	+$1.11K	﹤0.01%	4412

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Advisor Group's WIA Position: Q4 2019 in Review

Advisor Group sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2019, closing a stake of 1,067 shares — an estimated $12K sold.

Advisor Group first reported a position in WIA in Q4 2016 and held it in 6 quarters. The position peaked at $12K in Q3 2019. 48 funds tracked by Wall St. Rank hold WIA as of Q4 2019.

Advisor Group reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 1,067 Western Asset Inflation-Linked Income Fund shares in Q4 2019, an estimated $12K.
Advisor Group first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2016 and held it in 6 quarters.
Advisor Group's Western Asset Inflation-Linked Income Fund position peaked at $12K in Q3 2019.
48 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.