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

Peachtree Investment 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
2015 Q3	–	Sell	-12,750	Closed	-$144K	–	256
2015 Q2	$144K	Sell	12,750 -10,754	-46%	-$123K	0.11%	137
2015 Q1	$271K	Sell	23,504 -29,197	-55%	-$339K	0.19%	111
2014 Q4	$611K	Sell	52,701 -15,820	-23%	-$183K	0.41%	73
2014 Q3	$791K	Sell	68,521 -18,500	-21%	-$222K	0.53%	54
2014 Q2	$1.06M	Sell	87,021 -1,737	-2%	-$20.8K	0.71%	39
2014 Q1	$1.03M	Buy	88,758 +6,870	+8%	+$79.4K	0.7%	38
2013 Q4	$935K	Buy	+81,888	New	+$944K	0.64%	40

Other funds holding WIA

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

Peachtree Investment Advisors's WIA Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2015, closing a stake of 12,750 shares — an estimated $144K sold.

Peachtree Investment Advisors first reported a position in WIA in Q4 2013 and held it in 7 quarters. The position peaked at $1.06M in Q2 2014. 40 funds tracked by Wall St. Rank hold WIA as of Q3 2015.

Peachtree Investment Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 12,750 Western Asset Inflation-Linked Income Fund shares in Q3 2015, an estimated $144K.
Peachtree Investment Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's Western Asset Inflation-Linked Income Fund position peaked at $1.06M in Q2 2014.
40 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.