H6H
WIA

Hightower 6M Holding’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Hightower 6M Holding’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
2022
Q3 		– Sell
-31,340
Closed -$307K – 357
2022
Q2 		$307K Sell
31,340
-110
-0.3% -$1.17K 0.03% 184
2022
Q1 		$368K Buy
+31,450
New +$384K 0.03% 186

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Hightower 6M Holding's WIA Position: Q3 2022 in Review

Hightower 6M Holding sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2022, closing a stake of 31,340 shares — an estimated $307K sold.

Hightower 6M Holding first reported a position in WIA in Q1 2022 and held it in 2 quarters. The position peaked at $368K in Q1 2022. 47 funds tracked by Wall St. Rank hold WIA as of Q3 2022.

  • Hightower 6M Holding reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2022 after selling out during the quarter.
  • Hightower 6M Holding sold 31,340 Western Asset Inflation-Linked Income Fund shares in Q3 2022, an estimated $307K.
  • Hightower 6M Holding first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2022 and held it in 2 quarters.
  • Hightower 6M Holding's Western Asset Inflation-Linked Income Fund position peaked at $368K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.