MIG
WIA

Mariner Investment Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Mariner Investment Group’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
-26,169
Closed -$225K – 55
2022
Q4 		$225K Sell
26,169
-25,381
-49% -$225K 0.66% 40
2022
Q3 		$461K Buy
51,550
+20,550
+66% +$206K 0.51% 44
2022
Q2 		$303K Buy
+31,000
New +$330K 0.32% 64
2017
Q1 		– Sell
-46,798
Closed -$537K – 99
2016
Q4 		$537K Sell
46,798
-11,137
-19% -$126K 0.29% 59
2016
Q3 		$663K Sell
57,935
-89,527
-61% -$1.03M 0.34% 50
2016
Q2 		$1.69M Sell
147,462
-112,738
-43% -$1.28M 0.57% 50
2016
Q1 		$2.96M Sell
260,200
-85,495
-25% -$915K 0.82% 42
2015
Q4 		$3.65M Hold
345,695
– – 0.81% 40
2015
Q3 		$3.65M Hold
345,695
– – 0.74% 42
2015
Q2 		$3.9M Sell
345,695
-2,203
-0.6% -$25.3K 1% 31
2015
Q1 		$4.01M Sell
347,898
-2,102
-0.6% -$24.4K 1.08% 31
2014
Q4 		$4.06M Buy
350,000
+60,762
+21% +$702K 0.69% 41
2014
Q3 		$3.34M Buy
289,238
+36,831
+15% +$442K 0.69% 36
2014
Q2 		$3.09M Buy
252,407
+166,509
+194% +$2M 0.6% 44
2014
Q1 		$1M Buy
+85,898
New +$993K 0.22% 92

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
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)
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

Mariner Investment Group's WIA Position: Q1 2023 in Review

Mariner Investment Group sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2023, closing a stake of 26,169 shares — an estimated $225K sold.

Mariner Investment Group first reported a position in WIA in Q1 2014 and held it in 15 quarters. The position peaked at $4.06M in Q4 2014. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2023.

  • Mariner Investment Group reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2023 after selling out during the quarter.
  • Mariner Investment Group sold 26,169 Western Asset Inflation-Linked Income Fund shares in Q1 2023, an estimated $225K.
  • Mariner Investment Group first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2014 and held it in 15 quarters.
  • Mariner Investment Group's Western Asset Inflation-Linked Income Fund position peaked at $4.06M in Q4 2014.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.