Creative Planning’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Creative Planning’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 Q3	–	Sell	-980	Closed	-$11K	–	3708
2017 Q2	$11K	Hold	980	–	–	﹤0.01%	3586
2017 Q1	$11K	Hold	980	–	–	﹤0.01%	3547
2016 Q4	$11K	Sell	980 -2,100	-68%	-$23.7K	﹤0.01%	3507
2016 Q3	$35K	Sell	3,080 -5,774	-65%	-$66.5K	﹤0.01%	2642
2016 Q2	$102K	Buy	8,854 +7,874	+803%	+$89.6K	﹤0.01%	1666
2016 Q1	$11K	Sell	980 -1,286	-57%	-$13.8K	﹤0.01%	3185
2015 Q4	$24K	Buy	2,266 +1,286	+131%	+$13.7K	﹤0.01%	2715
2015 Q3	$10K	Buy	+980	New	+$10.7K	﹤0.01%	3217
2015 Q2	–	Sell	-980	Closed	-$11K	–	3017
2015 Q1	$11K	Buy	980 +380	+63%	+$4.41K	﹤0.01%	3147
2014 Q4	$7K	Buy	+600	New	+$6.93K	﹤0.01%	3341
2014 Q2	–	Sell	-3,436	Closed	-$40K	–	3980
2014 Q1	$40K	Buy	3,436 +436	+15%	+$5.04K	﹤0.01%	1948
2013 Q4	$34K	Buy	+3,000	New	+$34.6K	﹤0.01%	1863

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Creative Planning's WIA Position: Q3 2017 in Review

Creative Planning sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2017, closing a stake of 980 shares — an estimated $11K sold.

Creative Planning first reported a position in WIA in Q4 2013 and held it in 12 quarters. The position peaked at $102K in Q2 2016. 50 funds tracked by Wall St. Rank hold WIA as of Q3 2017.

Creative Planning reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 980 Western Asset Inflation-Linked Income Fund shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2013 and held it in 12 quarters.
Creative Planning's Western Asset Inflation-Linked Income Fund position peaked at $102K in Q2 2016.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.