Koshinski Asset Management
WIA

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

Koshinski Asset 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
2022
Q2 		– Sell
-2,600
Closed -$30.4K – 1958
2022
Q1 		$30.4K Hold
2,600
– – ﹤0.01% 1286
2021
Q4 		$34.5K Hold
2,600
– – ﹤0.01% 1285
2021
Q3 		$35.8K Buy
+2,600
New +$36.4K ﹤0.01% 1240

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Koshinski Asset Management's WIA Position: Q2 2022 in Review

Koshinski Asset Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2022, closing a stake of 2,600 shares — an estimated $30.4K sold.

Koshinski Asset Management first reported a position in WIA in Q3 2021 and held it in 3 quarters. The position peaked at $35.8K in Q3 2021. 55 funds tracked by Wall St. Rank hold WIA as of Q2 2022.

  • Koshinski Asset Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,600 Western Asset Inflation-Linked Income Fund shares in Q2 2022, an estimated $30.4K.
  • Koshinski Asset Management first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Western Asset Inflation-Linked Income Fund position peaked at $35.8K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.