Cerity Partners
WIA

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

Cerity 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
2021
Q1 		– Sell
-21,187
Closed -$289K – 746
2020
Q4 		$289K Buy
+21,187
New +$270K 0.01% 530

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RVPG
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Bank of America
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Invesco
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
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Cerity Partners's WIA Position: Q1 2021 in Review

Cerity Partners sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2021, closing a stake of 21,187 shares — an estimated $289K sold.

Cerity Partners first reported a position in WIA in Q4 2020 and held it in 1 quarter. The position peaked at $289K in Q4 2020. 53 funds tracked by Wall St. Rank hold WIA as of Q1 2021.

  • Cerity Partners reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2021 after selling out during the quarter.
  • Cerity Partners sold 21,187 Western Asset Inflation-Linked Income Fund shares in Q1 2021, an estimated $289K.
  • Cerity Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2020 and held it in 1 quarter.
  • Cerity Partners's Western Asset Inflation-Linked Income Fund position peaked at $289K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2021.

Based on Cerity Partners's 13F filing for Q1 2021, filed 12 May 2021.