Mutual Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Mutual Advisors’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
2020 Q3	–	Sell	-11,026	Closed	-$130K	–	712
2020 Q2	$130K	Hold	11,026	–	–	0.01%	626
2020 Q1	$116K	Sell	11,026 -5,524	-33%	-$65.4K	0.02%	529
2019 Q4	$201K	Buy	+16,550	New	+$197K	0.02%	560

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

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

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

Mutual Advisors's WIA Position: Q3 2020 in Review

Mutual Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2020, closing a stake of 11,026 shares — an estimated $130K sold.

Mutual Advisors first reported a position in WIA in Q4 2019 and held it in 3 quarters. The position peaked at $201K in Q4 2019. 53 funds tracked by Wall St. Rank hold WIA as of Q3 2020.

Mutual Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2020 after selling out during the quarter.
Mutual Advisors sold 11,026 Western Asset Inflation-Linked Income Fund shares in Q3 2020, an estimated $130K.
Mutual Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2019 and held it in 3 quarters.
Mutual Advisors's Western Asset Inflation-Linked Income Fund position peaked at $201K in Q4 2019.
53 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2020.

Based on Mutual Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.