AAP
WIA

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

Arax Advisory Partners’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
-490
Closed -$5K – 535
2017
Q1 		$5K Buy
490
+2
+0.4% +$23 ﹤0.01% 364
2016
Q4 		$6K Buy
+488
New +$5.51K ﹤0.01% 354

Other funds holding WIA

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1CP
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Bank of America
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arax Advisory Partners's WIA Position: Q2 2017 in Review

Arax Advisory Partners sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2017, closing a stake of 490 shares — an estimated $5K sold.

Arax Advisory Partners first reported a position in WIA in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 50 funds tracked by Wall St. Rank hold WIA as of Q2 2017.

  • Arax Advisory Partners reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2017 after selling out during the quarter.
  • Arax Advisory Partners sold 490 Western Asset Inflation-Linked Income Fund shares in Q2 2017, an estimated $5K.
  • Arax Advisory Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2016 and held it in 2 quarters.
  • Arax Advisory Partners's Western Asset Inflation-Linked Income Fund position peaked at $6K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2017.

Based on Arax Advisory Partners's 13F filing for Q2 2017, filed 14 Aug 2017.