MOS
WIA

MGO One Seven’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

MGO One Seven’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
2018
Q1 		– Sell
-167
Closed -$2K – 1907
2017
Q4 		$2K Buy
+167
New +$1.93K ﹤0.01% 1554

Other funds holding WIA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

MGO One Seven's WIA Position: Q1 2018 in Review

MGO One Seven sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2018, closing a stake of 167 shares — an estimated $2K sold.

MGO One Seven first reported a position in WIA in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 50 funds tracked by Wall St. Rank hold WIA as of Q1 2018.

  • MGO One Seven reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2018 after selling out during the quarter.
  • MGO One Seven sold 167 Western Asset Inflation-Linked Income Fund shares in Q1 2018, an estimated $2K.
  • MGO One Seven first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2017 and held it in 1 quarter.
  • MGO One Seven's Western Asset Inflation-Linked Income Fund position peaked at $2K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2018.

Based on MGO One Seven's 13F filing for Q1 2018, filed 15 May 2018.