TIM
WIA

Tortoise Investment Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Tortoise Investment Management’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
Q1 		– Sell
-4,000
Closed -$46K – 479
2014
Q4 		$46K Buy
+4,000
New +$46.2K 0.02% 223

Other funds holding WIA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's WIA Position: Q1 2015 in Review

Tortoise Investment Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2015, closing a stake of 4,000 shares — an estimated $46K sold.

Tortoise Investment Management first reported a position in WIA in Q4 2014 and held it in 1 quarter. The position peaked at $46K in Q4 2014. 43 funds tracked by Wall St. Rank hold WIA as of Q1 2015.

  • Tortoise Investment Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 4,000 Western Asset Inflation-Linked Income Fund shares in Q1 2015, an estimated $46K.
  • Tortoise Investment Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2014 and held it in 1 quarter.
  • Tortoise Investment Management's Western Asset Inflation-Linked Income Fund position peaked at $46K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2015.

Based on Tortoise Investment Management's 13F filing for Q1 2015, filed 20 Apr 2015.