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

FinTrust Capital 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 Q1	–	Sell	-357	Closed	-$4K	–	1185
2019 Q4	$4K	Buy	+357	New	+$4.24K	﹤0.01%	914
2019 Q3	–	Sell	-554	Closed	-$6K	–	1101
2019 Q2	$6K	Hold	554	–	–	﹤0.01%	819
2019 Q1	$6K	Hold	554	–	–	﹤0.01%	908
2018 Q4	$6K	Buy	+554	New	+$5.99K	﹤0.01%	897

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

FinTrust Capital Advisors's WIA Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2020, closing a stake of 357 shares — an estimated $4K sold.

FinTrust Capital Advisors first reported a position in WIA in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2020.

FinTrust Capital Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 357 Western Asset Inflation-Linked Income Fund shares in Q1 2020, an estimated $4K.
FinTrust Capital Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2018 and held it in 4 quarters.
FinTrust Capital Advisors's Western Asset Inflation-Linked Income Fund position peaked at $6K in Q2 2019.
49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.