Winslow Evans & Crocker’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	1295
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	1071
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	1111
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	1080
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1121
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1114
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1110
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1266
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1061
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1074
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1085
2018 Q1	$578	Hold	50	–	–	﹤0.01%	1095
2017 Q4	$590	Hold	50	–	–	﹤0.01%	1088
2017 Q3	$578	Hold	50	–	–	﹤0.01%	1080
2017 Q2	$565	Hold	50	–	–	﹤0.01%	1230
2017 Q1	$576	Hold	50	–	–	﹤0.01%	1206
2016 Q4	$574	Hold	50	–	–	﹤0.01%	1206
2016 Q3	$574	Hold	50	–	–	﹤0.01%	1244
2016 Q2	$574	Hold	50	–	–	﹤0.01%	1230
2016 Q1	$570	Hold	50	–	–	﹤0.01%	1230
2015 Q4	$530	Hold	50	–	–	﹤0.01%	1320
2015 Q3	$528	Hold	50	–	–	﹤0.01%	1246
2015 Q2	$564	Hold	50	–	–	﹤0.01%	1261
2015 Q1	$578	Hold	50	–	–	﹤0.01%	1231
2014 Q4	$580	Hold	50	–	–	﹤0.01%	1253
2014 Q3	$578	Hold	50	–	–	﹤0.01%	1343
2014 Q2	$612	Hold	50	–	–	﹤0.01%	1253
2014 Q1	$583	Hold	50	–	–	﹤0.01%	1241
2013 Q4	$1K	Buy	+50	New	+$576	﹤0.01%	1365

Other funds holding WIA

KIM

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

SIA

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

RGC

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's WIA Position: Q4 2020 in Review

Winslow Evans & Crocker held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q4 2020 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Winslow Evans & Crocker first reported a position in WIA in Q4 2013 and has held it in 29 quarters since. The position peaked at $2K in Q1 2020. 58 funds tracked by Wall St. Rank hold WIA as of Q4 2020.

Winslow Evans & Crocker held 50 shares of Western Asset Inflation-Linked Income Fund worth $1K as of Q4 2020.
Winslow Evans & Crocker left its Western Asset Inflation-Linked Income Fund share count unchanged in Q4 2020.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1295 holding.
Winslow Evans & Crocker first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Western Asset Inflation-Linked Income Fund position peaked at $2K in Q1 2020.
58 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.