Risk Paradigm Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Risk Paradigm 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
2017 Q3	–	Sell	-922	Closed	-$10.4K	–	248
2017 Q2	$10.4K	Hold	922	–	–	0.01%	227
2017 Q1	$10.6K	Hold	922	–	–	0.01%	238
2016 Q4	$10.6K	Hold	922	–	–	0.01%	237
2016 Q3	$10.6K	Buy	+922	New	+$10.6K	0.01%	255
2016 Q2	–	Sell	-922	Closed	-$10.5K	–	242
2016 Q1	$10.5K	Sell	922 -1,120	-55%	-$12K	0.01%	219
2015 Q4	$21.6K	Hold	2,042	–	–	0.03%	170
2015 Q3	$21.5K	Hold	2,042	–	–	0.04%	145
2015 Q2	$23K	Sell	2,042 -2,911	-59%	-$33.4K	0.02%	155
2015 Q1	$57.1K	Buy	+4,953	New	+$57.5K	0.06%	109

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

FIMG

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

NCMW

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Risk Paradigm Group's WIA Position: Q3 2017 in Review

Risk Paradigm Group sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2017, closing a stake of 922 shares — an estimated $10.4K sold.

Risk Paradigm Group first reported a position in WIA in Q1 2015 and held it in 9 quarters. The position peaked at $57.1K in Q1 2015. 50 funds tracked by Wall St. Rank hold WIA as of Q3 2017.

Risk Paradigm Group reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2017 after selling out during the quarter.
Risk Paradigm Group sold 922 Western Asset Inflation-Linked Income Fund shares in Q3 2017, an estimated $10.4K.
Risk Paradigm Group first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2015 and held it in 9 quarters.
Risk Paradigm Group's Western Asset Inflation-Linked Income Fund position peaked at $57.1K in Q1 2015.
50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2017.

Based on Risk Paradigm Group's 13F filing for Q3 2017, filed 8 Nov 2017.