WS
WIA

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

Wedbush Securities’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
2017
Q2 		– Sell
-13,338
Closed -$154K – 875
2017
Q1 		$154K Sell
13,338
-2,867
-18% -$32.7K 0.02% 733
2016
Q4 		$186K Buy
16,205
+6,078
+60% +$68.7K 0.03% 676
2016
Q3 		$116K Buy
+10,127
New +$117K 0.02% 738

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities's WIA Position: Q2 2017 in Review

Wedbush Securities sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2017, closing a stake of 13,338 shares — an estimated $154K sold.

Wedbush Securities first reported a position in WIA in Q3 2016 and held it in 3 quarters. The position peaked at $186K in Q4 2016. 50 funds tracked by Wall St. Rank hold WIA as of Q2 2017.

  • Wedbush Securities reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2017 after selling out during the quarter.
  • Wedbush Securities sold 13,338 Western Asset Inflation-Linked Income Fund shares in Q2 2017, an estimated $154K.
  • Wedbush Securities first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2016 and held it in 3 quarters.
  • Wedbush Securities's Western Asset Inflation-Linked Income Fund position peaked at $186K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2017.

Based on Wedbush Securities's 13F filing for Q2 2017, filed 2 Aug 2017.