Strategic Capital Advisers’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Strategic Capital Advisers’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 Q2	$409K	Buy	41,825 +20,711	+98%	+$221K	0.34%	44
2022 Q1	$247K	Hold	21,114	–	–	0.19%	54
2021 Q4	$280K	Hold	21,114	–	–	0.2%	50
2021 Q3	$291K	Hold	21,114	–	–	0.23%	51
2021 Q2	$296K	Hold	21,114	–	–	0.24%	48
2021 Q1	$270K	Hold	21,114	–	–	0.23%	48
2020 Q4	$288K	Sell	21,114 -8,186	-28%	-$104K	0.25%	48
2020 Q3	$357K	Buy	+29,300	New	+$369K	0.34%	42
2020 Q1	–	Sell	-25,352	Closed	-$308K	–	60
2019 Q4	$308K	Buy	+25,352	New	+$301K	0.29%	50

Other funds holding WIA

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bank of America

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

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

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return