Cambridge Investment Research Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Cambridge Investment Research Advisors’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
2016 Q4	–	Sell	-40,760	Closed	-$467K	–	1822
2016 Q3	$467K	Buy	+40,760	New	+$470K	0.01%	1075
2015 Q2	–	Sell	-12,361	Closed	-$143K	–	1493
2015 Q1	$143K	Hold	12,361	–	–	﹤0.01%	1304
2014 Q4	$143K	Hold	12,361	–	–	﹤0.01%	1266
2014 Q3	$143K	Sell	12,361 -675	-5%	-$8.11K	﹤0.01%	1365
2014 Q2	$159K	Hold	13,036	–	–	0.01%	1238
2014 Q1	$152K	Buy	13,036 +1,661	+15%	+$19.2K	0.01%	1189
2013 Q4	$130K	Buy	11,375 +200	+2%	+$2.3K	0.01%	1149
2013 Q3	$130K	Buy	11,175 +1,000	+10%	+$11.7K	0.01%	1105
2013 Q2	$122K	Buy	+10,175	New	+$133K	0.01%	1042

Other funds holding WIA

1CP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NCMW

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

RCM

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

SIA

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

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Cambridge Investment Research Advisors's WIA Position: Q4 2016 in Review

Cambridge Investment Research Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2016, closing a stake of 40,760 shares — an estimated $467K sold.

Cambridge Investment Research Advisors first reported a position in WIA in Q2 2013 and held it in 9 quarters. The position peaked at $467K in Q3 2016. 55 funds tracked by Wall St. Rank hold WIA as of Q4 2016.

Cambridge Investment Research Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2016 after selling out during the quarter.
Cambridge Investment Research Advisors sold 40,760 Western Asset Inflation-Linked Income Fund shares in Q4 2016, an estimated $467K.
Cambridge Investment Research Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and held it in 9 quarters.
Cambridge Investment Research Advisors's Western Asset Inflation-Linked Income Fund position peaked at $467K in Q3 2016.
55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2016.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.