Cetera Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Cetera 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
2020 Q3	–	Sell	-10,344	Closed	-$122K	–	1000
2020 Q2	$122K	Sell	10,344 -468	-4%	-$5.27K	0.01%	868
2020 Q1	$114K	Sell	10,812 -1,078	-9%	-$12.8K	0.01%	755
2019 Q4	$143K	Buy	11,890 +1,811	+18%	+$21.5K	0.01%	874
2019 Q3	$119K	Sell	10,079 -32,070	-76%	-$372K	0.01%	861
2019 Q2	$493K	Buy	+42,149	New	+$472K	0.02%	563

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Advisors's WIA Position: Q3 2020 in Review

Cetera Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2020, closing a stake of 10,344 shares — an estimated $122K sold.

Cetera Advisors first reported a position in WIA in Q2 2019 and held it in 5 quarters. The position peaked at $493K in Q2 2019. 53 funds tracked by Wall St. Rank hold WIA as of Q3 2020.

Cetera Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2020 after selling out during the quarter.
Cetera Advisors sold 10,344 Western Asset Inflation-Linked Income Fund shares in Q3 2020, an estimated $122K.
Cetera Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2019 and held it in 5 quarters.
Cetera Advisors's Western Asset Inflation-Linked Income Fund position peaked at $493K in Q2 2019.
53 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2020.

Based on Cetera Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.