AF
WIA

Advisornet Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Advisornet Financial’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
-11
Closed – – 1997
2019
Q3 		$0 Buy
+11
New +$128 ﹤0.01% 1973

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advisornet Financial's WIA Position: Q4 2019 in Review

Advisornet Financial sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2019, closing a stake of 11 shares.

Advisornet Financial first reported a position in WIA in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 48 funds tracked by Wall St. Rank hold WIA as of Q4 2019.

  • Advisornet Financial reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2019 after selling out during the quarter.
  • Advisornet Financial sold 11 Western Asset Inflation-Linked Income Fund shares in Q4 2019.
  • Advisornet Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2019 and held it in 1 quarter.
  • Advisornet Financial's Western Asset Inflation-Linked Income Fund position peaked at $0 in Q3 2019.
  • 48 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2019.

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