NPC
WIA

National Planning Corporation’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-3,208
Closed -$37.1K – 2048
2014
Q4 		$37.1K Buy
+3,208
New +$37.1K ﹤0.01% 1420

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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Planning Corporation's WIA Position: Q1 2015 in Review

National Planning Corporation sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2015, closing a stake of 3,208 shares — an estimated $37.1K sold.

National Planning Corporation first reported a position in WIA in Q4 2014 and held it in 1 quarter. The position peaked at $37.1K in Q4 2014. 43 funds tracked by Wall St. Rank hold WIA as of Q1 2015.

  • National Planning Corporation reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,208 Western Asset Inflation-Linked Income Fund shares in Q1 2015, an estimated $37.1K.
  • National Planning Corporation first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Western Asset Inflation-Linked Income Fund position peaked at $37.1K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.