SFS
WIA

Shaker Financial Services’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Shaker Financial Services’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
2022
Q3 		– Sell
-16,100
Closed -$157K – 170
2022
Q2 		$157K Buy
+16,100
New +$171K 0.08% 122

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Shaker Financial Services's WIA Position: Q3 2022 in Review

Shaker Financial Services sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2022, closing a stake of 16,100 shares — an estimated $157K sold.

Shaker Financial Services first reported a position in WIA in Q2 2022 and held it in 1 quarter. The position peaked at $157K in Q2 2022. 47 funds tracked by Wall St. Rank hold WIA as of Q3 2022.

  • Shaker Financial Services reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2022 after selling out during the quarter.
  • Shaker Financial Services sold 16,100 Western Asset Inflation-Linked Income Fund shares in Q3 2022, an estimated $157K.
  • Shaker Financial Services first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2022 and held it in 1 quarter.
  • Shaker Financial Services's Western Asset Inflation-Linked Income Fund position peaked at $157K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2022.

Based on Shaker Financial Services's 13F filing for Q3 2022, filed 9 Nov 2022.