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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Strategic Capital Advisers's WIA Position: Q2 2022 in Review

Strategic Capital Advisers increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 98% in Q2 2022, buying an estimated $221K and bringing the position to 41,825 shares worth $409K. The position accounts for 0.34% of the portfolio, ranked #44.

Strategic Capital Advisers first reported a position in WIA in Q4 2019 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold WIA as of Q2 2022.

Strategic Capital Advisers held 41,825 shares of Western Asset Inflation-Linked Income Fund worth $409K as of Q2 2022.
Strategic Capital Advisers bought 20,711 Western Asset Inflation-Linked Income Fund shares in Q2 2022, an estimated $221K.
Western Asset Inflation-Linked Income Fund made up 0.34% of Strategic Capital Advisers's portfolio in Q2 2022, its #44 holding.
Strategic Capital Advisers first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2019 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.