AF
WIW

Advisornet Financial’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Advisornet Financial’s Portfolio WIW Stock Details WIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-35
Closed – – 1998
2019
Q3 		$0 Buy
+35
New +$391 ﹤0.01% 1974

Other funds holding WIW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisornet Financial's WIW Position: Q4 2019 in Review

Advisornet Financial sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2019, closing a stake of 35 shares.

Advisornet Financial first reported a position in WIW in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 88 funds tracked by Wall St. Rank hold WIW as of Q4 2019.

  • Advisornet Financial reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2019 after selling out during the quarter.
  • Advisornet Financial sold 35 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2019.
  • Advisornet Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2019 and held it in 1 quarter.
  • Advisornet Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $0 in Q3 2019.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2019.

Based on Advisornet Financial's 13F filing for Q4 2019, filed 12 Feb 2020.