Logan Stone Capital’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Logan Stone Capital’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
2023 Q1	–	Sell	-51,326	Closed	-$442K	–	206
2022 Q4	$442K	Sell	51,326 -8,300	-14%	-$73.5K	0.17%	145
2022 Q3	$534K	Buy	59,626 +7,827	+15%	+$78.5K	0.35%	68
2022 Q2	$507K	Buy	51,799 +24,604	+90%	+$262K	0.37%	62
2022 Q1	$318K	Buy	+27,195	New	+$332K	0.23%	95

Other funds holding WIA

KIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IWC

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

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

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

WAM

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

Logan Stone Capital's WIA Position: Q1 2023 in Review

Logan Stone Capital sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2023, closing a stake of 51,326 shares — an estimated $442K sold.

Logan Stone Capital first reported a position in WIA in Q1 2022 and held it in 4 quarters. The position peaked at $534K in Q3 2022. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2023.

Logan Stone Capital reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2023 after selling out during the quarter.
Logan Stone Capital sold 51,326 Western Asset Inflation-Linked Income Fund shares in Q1 2023, an estimated $442K.
Logan Stone Capital first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2022 and held it in 4 quarters.
Logan Stone Capital's Western Asset Inflation-Linked Income Fund position peaked at $534K in Q3 2022.
49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2023.

Based on Logan Stone Capital's 13F filing for Q1 2023, filed 15 May 2023.