SFS
WIA

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

Sowell 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
2021
Q2 		– Sell
-17
Closed – – 2731
2021
Q1 		$0 Buy
17
+2
+13% +$26 ﹤0.01% 3314
2020
Q4 		$0 Buy
+15
New +$191 ﹤0.01% 2872

Other funds holding WIA

KIM
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SIA
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Sowell Financial Services's WIA Position: Q2 2021 in Review

Sowell Financial Services sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2021, closing a stake of 17 shares.

Sowell Financial Services first reported a position in WIA in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 51 funds tracked by Wall St. Rank hold WIA as of Q2 2021.

  • Sowell Financial Services reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 17 Western Asset Inflation-Linked Income Fund shares in Q2 2021.
  • Sowell Financial Services first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Western Asset Inflation-Linked Income Fund position peaked at $0 in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.