Advisory Alpha’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Advisory Alpha’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
2017 Q2	–	Sell	-18,456	Closed	-$212K	–	143
2017 Q1	$212K	Buy	18,456 +2,521	+16%	+$28.7K	0.07%	102
2016 Q4	$182K	Buy	+15,935	New	+$180K	0.07%	65

Other funds holding WIA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha's WIA Position: Q2 2017 in Review

Advisory Alpha sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2017, closing a stake of 18,456 shares — an estimated $212K sold.

Advisory Alpha first reported a position in WIA in Q4 2016 and held it in 2 quarters. The position peaked at $212K in Q1 2017. 50 funds tracked by Wall St. Rank hold WIA as of Q2 2017.

Advisory Alpha reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2017 after selling out during the quarter.
Advisory Alpha sold 18,456 Western Asset Inflation-Linked Income Fund shares in Q2 2017, an estimated $212K.
Advisory Alpha first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2016 and held it in 2 quarters.
Advisory Alpha's Western Asset Inflation-Linked Income Fund position peaked at $212K in Q1 2017.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2017.

Based on Advisory Alpha's 13F filing for Q2 2017, filed 9 Aug 2017.