LaFleur & Godfrey’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

LaFleur & Godfrey’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
2016 Q4	–	Sell	-17,500	Closed	-$200K	–	76
2016 Q3	$200K	Hold	17,500	–	–	0.06%	71
2016 Q2	$201K	Buy	+17,500	New	+$199K	0.06%	71

Other funds holding WIA

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

LaFleur & Godfrey's WIA Position: Q4 2016 in Review

LaFleur & Godfrey sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2016, closing a stake of 17,500 shares — an estimated $200K sold.

LaFleur & Godfrey first reported a position in WIA in Q2 2016 and held it in 2 quarters. The position peaked at $201K in Q2 2016. 55 funds tracked by Wall St. Rank hold WIA as of Q4 2016.

LaFleur & Godfrey reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2016 after selling out during the quarter.
LaFleur & Godfrey sold 17,500 Western Asset Inflation-Linked Income Fund shares in Q4 2016, an estimated $200K.
LaFleur & Godfrey first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2016 and held it in 2 quarters.
LaFleur & Godfrey's Western Asset Inflation-Linked Income Fund position peaked at $201K in Q2 2016.
55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2016.

Based on LaFleur & Godfrey's 13F filing for Q4 2016, filed 24 Jan 2017.