MFS
WIA

MSI Financial Services’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

MSI Financial 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
2016
Q4 		$250K Buy
21,793
+21,242
+3,855% +$240K 0.01% 987
2016
Q3 		$6K Buy
551
+47
+9% +$542 ﹤0.01% 3071
2016
Q2 		$6K Buy
+504
New +$5.74K ﹤0.01% 3070

Other funds holding WIA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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

MSI Financial Services's WIA Position: Q4 2016 in Review

MSI Financial Services increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 3,855% in Q4 2016, buying an estimated $240K and bringing the position to 21,793 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #987.

MSI Financial Services first reported a position in WIA in Q2 2016 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold WIA as of Q4 2016.

  • MSI Financial Services held 21,793 shares of Western Asset Inflation-Linked Income Fund worth $250K as of Q4 2016.
  • MSI Financial Services bought 21,242 Western Asset Inflation-Linked Income Fund shares in Q4 2016, an estimated $240K.
  • Western Asset Inflation-Linked Income Fund made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #987 holding.
  • MSI Financial Services first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2016 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.