AP
WIW

Advisors Preferred’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Advisors Preferred’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
2014
Q3 		– Sell
-14,531
Closed -$179K – 381
2014
Q2 		$179K Sell
14,531
-3,247
-18% -$39K 0.09% 79
2014
Q1 		$207K Buy
17,778
+9,656
+119% +$112K 0.09% 148
2013
Q4 		$91K Buy
+8,122
New +$93.3K 0.05% 140

Other funds holding WIW

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Advisors Preferred's WIW Position: Q3 2014 in Review

Advisors Preferred sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2014, closing a stake of 14,531 shares — an estimated $179K sold.

Advisors Preferred first reported a position in WIW in Q4 2013 and held it in 3 quarters. The position peaked at $207K in Q1 2014. 67 funds tracked by Wall St. Rank hold WIW as of Q3 2014.

  • Advisors Preferred reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2014 after selling out during the quarter.
  • Advisors Preferred sold 14,531 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2014, an estimated $179K.
  • Advisors Preferred first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 3 quarters.
  • Advisors Preferred's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $207K in Q1 2014.
  • 67 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2014.

Based on Advisors Preferred's 13F filing for Q3 2014, filed 12 Nov 2014.