MML Investors Services’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

MML Investors Services’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
2021 Q1	–	Sell	-11,664	Closed	-$159K	–	1843
2020 Q4	$159K	Sell	11,664 -5,948	-34%	-$75.9K	﹤0.01%	1614
2020 Q3	$215K	Sell	17,612 -12,445	-41%	-$157K	﹤0.01%	1456
2020 Q2	$354K	Buy	30,057 +867	+3%	+$9.76K	﹤0.01%	1160
2020 Q1	$307K	Sell	29,190 -5,463	-16%	-$64.7K	0.01%	1078
2019 Q4	$421K	Sell	34,653 -28,857	-45%	-$343K	0.01%	1072
2019 Q3	$736K	Sell	63,510 -25,951	-29%	-$301K	0.01%	803
2019 Q2	$1.04M	Sell	89,461 -1,417	-2%	-$15.9K	0.01%	703
2019 Q1	$1.02M	Sell	90,878 -1,126	-1%	-$12.3K	0.02%	695
2018 Q4	$974K	Sell	92,004 -668	-0.7%	-$7.22K	0.02%	651
2018 Q3	$1.04M	Sell	92,672 -1,012	-1%	-$11.5K	0.02%	653
2018 Q2	$1.07M	Buy	93,684 +23,268	+33%	+$265K	0.02%	541
2018 Q1	$812K	Buy	70,416 +14,800	+27%	+$173K	0.02%	625
2017 Q4	$656K	Buy	55,616 +11,376	+26%	+$132K	0.01%	713
2017 Q3	$511K	Buy	44,240 +8,730	+25%	+$99.9K	0.01%	779
2017 Q2	$401K	Buy	35,510 +9,643	+37%	+$109K	0.01%	856
2017 Q1	$298K	Buy	+25,867	New	+$295K	0.01%	600

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services's WIA Position: Q1 2021 in Review

MML Investors Services sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2021, closing a stake of 11,664 shares — an estimated $159K sold.

MML Investors Services first reported a position in WIA in Q1 2017 and held it in 16 quarters. The position peaked at $1.07M in Q2 2018. 53 funds tracked by Wall St. Rank hold WIA as of Q1 2021.

MML Investors Services reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2021 after selling out during the quarter.
MML Investors Services sold 11,664 Western Asset Inflation-Linked Income Fund shares in Q1 2021, an estimated $159K.
MML Investors Services first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2017 and held it in 16 quarters.
MML Investors Services's Western Asset Inflation-Linked Income Fund position peaked at $1.07M in Q2 2018.
53 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2021.

Based on MML Investors Services's 13F filing for Q1 2021, filed 14 May 2021.