Point View Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Point View Wealth Management’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 Q4	$280K	Hold	20,510	–	–	0.11%	213
2020 Q3	$250K	Hold	20,510	–	–	0.12%	209
2020 Q2	$242K	Sell	20,510 -330	-2%	-$3.72K	0.12%	215
2020 Q1	$219K	Sell	20,840 -74	-0.4%	-$876	0.12%	208
2019 Q4	$254K	Sell	20,914 -4,494	-18%	-$53.4K	0.11%	222
2019 Q3	$294K	Sell	25,408 -871	-3%	-$10.1K	0.13%	201
2019 Q2	$306K	Hold	26,279	–	–	0.13%	197
2019 Q1	$295K	Sell	26,279 -272	-1%	-$2.98K	0.13%	194
2018 Q4	$281K	Sell	26,551 -272	-1%	-$2.94K	0.14%	185
2018 Q3	$302K	Buy	26,823 +2,779	+12%	+$31.6K	0.13%	196
2018 Q2	$275K	Hold	24,044	–	–	0.13%	200
2018 Q1	$277K	Sell	24,044 -3,958	-14%	-$46.3K	0.13%	197
2017 Q4	$330K	Hold	28,002	–	–	0.16%	173
2017 Q3	$324K	Hold	28,002	–	–	0.16%	176
2017 Q2	$316K	Hold	28,002	–	–	0.16%	178
2017 Q1	$322K	Hold	28,002	–	–	0.17%	168
2016 Q4	$321K	Hold	28,002	–	–	0.18%	162
2016 Q3	$321K	Buy	28,002 +1,101	+4%	+$12.7K	0.19%	161
2016 Q2	$309K	Buy	26,901 +106	+0.4%	+$1.21K	0.19%	162
2016 Q1	$305K	Buy	26,795 +4,698	+21%	+$50.3K	0.2%	159
2015 Q4	$234K	Buy	+22,097	New	+$235K	0.17%	168

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

RGC

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Point View Wealth Management's WIA Position: Q4 2020 in Review

Point View Wealth Management held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q4 2020 at 20,510 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #213.

Point View Wealth Management first reported a position in WIA in Q4 2015 and has held it in 21 quarters since. The position peaked at $330K in Q4 2017. 58 funds tracked by Wall St. Rank hold WIA as of Q4 2020.

Point View Wealth Management held 20,510 shares of Western Asset Inflation-Linked Income Fund worth $280K as of Q4 2020.
Point View Wealth Management left its Western Asset Inflation-Linked Income Fund share count unchanged in Q4 2020.
Western Asset Inflation-Linked Income Fund made up 0.11% of Point View Wealth Management's portfolio in Q4 2020, its #213 holding.
Point View Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2015 and has held it in 21 quarters since.
Point View Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $330K in Q4 2017.
58 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.