S
WIA

SignatureFD’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

SignatureFD’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
2015
Q3 		– Sell
-2,002
Closed -$23K – 1377
2015
Q2 		$23K Sell
2,002
-395
-16% -$4.53K 0.01% 446
2015
Q1 		$28K Buy
+2,397
New +$27.8K 0.01% 378

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

SignatureFD's WIA Position: Q3 2015 in Review

SignatureFD sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2015, closing a stake of 2,002 shares — an estimated $23K sold.

SignatureFD first reported a position in WIA in Q1 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2015. 40 funds tracked by Wall St. Rank hold WIA as of Q3 2015.

  • SignatureFD reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2015 after selling out during the quarter.
  • SignatureFD sold 2,002 Western Asset Inflation-Linked Income Fund shares in Q3 2015, an estimated $23K.
  • SignatureFD first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2015 and held it in 2 quarters.
  • SignatureFD's Western Asset Inflation-Linked Income Fund position peaked at $28K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2015.

Based on SignatureFD's 13F filing for Q3 2015, filed 23 Oct 2015.