RFWA
WIA

RPg Family Wealth Advisory’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-922
Closed -$10.6K – 294
2017
Q3 		$10.6K Buy
+922
New +$10.6K 0.01% 265
2016
Q3 		– Sell
-922
Closed -$10.6K – 274
2016
Q2 		$10.6K Buy
+922
New +$10.5K ﹤0.01% 250

Other funds holding WIA

Wells Fargo
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

RPg Family Wealth Advisory's WIA Position: Q4 2017 in Review

RPg Family Wealth Advisory sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q4 2017, closing a stake of 922 shares — an estimated $10.6K sold.

RPg Family Wealth Advisory first reported a position in WIA in Q2 2016 and held it in 2 quarters. The position peaked at $10.6K in Q3 2017. 49 funds tracked by Wall St. Rank hold WIA as of Q4 2017.

  • RPg Family Wealth Advisory reported no remaining Western Asset Inflation-Linked Income Fund position as of Q4 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 922 Western Asset Inflation-Linked Income Fund shares in Q4 2017, an estimated $10.6K.
  • RPg Family Wealth Advisory first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2016 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Western Asset Inflation-Linked Income Fund position peaked at $10.6K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.