Highlander Capital Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Highlander Capital Management’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
2024 Q1	$4.07K	Hold	500	–	–	﹤0.01%	805
2023 Q4	$4.06K	Hold	500	–	–	﹤0.01%	834
2023 Q3	$4K	Hold	500	–	–	﹤0.01%	801
2023 Q2	$4K	Hold	500	–	–	﹤0.01%	619
2023 Q1	$4K	Hold	500	–	–	﹤0.01%	603
2022 Q4	$4K	Hold	500	–	–	﹤0.01%	575
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	555
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	552
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	530
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	504
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	501
2021 Q2	$7K	Hold	500	–	–	﹤0.01%	517
2021 Q1	$6K	Hold	500	–	–	﹤0.01%	533
2020 Q4	$7K	Hold	500	–	–	﹤0.01%	516
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	522
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	524
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	545
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	553
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	581
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	606
2019 Q1	$6K	Hold	500	–	–	﹤0.01%	609
2018 Q4	$5K	Hold	500	–	–	﹤0.01%	615
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	640
2018 Q2	$6K	Hold	500	–	–	﹤0.01%	658
2018 Q1	$6K	Hold	500	–	–	﹤0.01%	656
2017 Q4	$6K	Hold	500	–	–	﹤0.01%	649
2017 Q3	$6K	Hold	500	–	–	﹤0.01%	660
2017 Q2	$6K	Hold	500	–	–	﹤0.01%	661
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	669
2016 Q4	$6K	Hold	500	–	–	0.01%	669
2016 Q3	$6K	Hold	500	–	–	0.01%	675
2016 Q2	$6K	Hold	500	–	–	0.01%	682
2016 Q1	$6K	Hold	500	–	–	0.01%	686
2015 Q4	$5K	Hold	500	–	–	﹤0.01%	738
2015 Q3	$5K	Hold	500	–	–	﹤0.01%	738
2015 Q2	$6K	Buy	+500	New	+$5.74K	0.01%	722

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Highlander Capital Management's WIA Position: Q1 2024 in Review

Highlander Capital Management held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q1 2024 at 500 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Highlander Capital Management first reported a position in WIA in Q2 2015 and has held it in 36 quarters since. The position peaked at $7K in Q4 2021. 50 funds tracked by Wall St. Rank hold WIA as of Q1 2024.

Highlander Capital Management held 500 shares of Western Asset Inflation-Linked Income Fund worth $4.07K as of Q1 2024.
Highlander Capital Management left its Western Asset Inflation-Linked Income Fund share count unchanged in Q1 2024.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #805 holding.
Highlander Capital Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2015 and has held it in 36 quarters since.
Highlander Capital Management's Western Asset Inflation-Linked Income Fund position peaked at $7K in Q4 2021.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.