Quad-Cities Investment Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Quad-Cities Investment Group’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
2019 Q4	–	Sell	-320	Closed	-$4K	–	703
2019 Q3	$4K	Hold	320	–	–	﹤0.01%	727
2019 Q2	$4K	Hold	320	–	–	﹤0.01%	725
2019 Q1	$4K	Hold	320	–	–	﹤0.01%	711
2018 Q4	$3K	Hold	320	–	–	﹤0.01%	743
2018 Q3	$4K	Hold	320	–	–	﹤0.01%	729
2018 Q2	$4K	Buy	+320	New	+$3.65K	﹤0.01%	729

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

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

Quad-Cities Investment Group's WIA Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2019, closing a stake of 320 shares — an estimated $4K sold.

Quad-Cities Investment Group first reported a position in WIA in Q2 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 48 funds tracked by Wall St. Rank hold WIA as of Q4 2019.

Quad-Cities Investment Group reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 320 Western Asset Inflation-Linked Income Fund shares in Q4 2019, an estimated $4K.
Quad-Cities Investment Group first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Western Asset Inflation-Linked Income Fund position peaked at $4K in Q3 2019.
48 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.