KFS
WIA

KMS Financial Services’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

KMS Financial Services’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
2014
Q3 		$238K Hold
20,645
– – 0.03% 434
2014
Q2 		$252K Buy
+20,645
New +$248K 0.04% 431

Other funds holding WIA

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1CP
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KMS Financial Services's WIA Position: Q3 2014 in Review

KMS Financial Services held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q3 2014 at 20,645 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #434.

KMS Financial Services first reported a position in WIA in Q2 2014 and has held it in 2 quarters since. The position peaked at $252K in Q2 2014. 37 funds tracked by Wall St. Rank hold WIA as of Q3 2014.

  • KMS Financial Services held 20,645 shares of Western Asset Inflation-Linked Income Fund worth $238K as of Q3 2014.
  • KMS Financial Services left its Western Asset Inflation-Linked Income Fund share count unchanged in Q3 2014.
  • Western Asset Inflation-Linked Income Fund made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #434 holding.
  • KMS Financial Services first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's Western Asset Inflation-Linked Income Fund position peaked at $252K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.