AAP
WIW

Arax Advisory Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Arax Advisory Partners’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
2017
Q2 		– Sell
-492
Closed -$5K – 536
2017
Q1 		$5K Buy
492
+2
+0.4% +$22 ﹤0.01% 365
2016
Q4 		$5K Buy
+490
New +$5.42K ﹤0.01% 368

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FIMG
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RCM
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KIM
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Bank of America
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Invesco
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Morgan Stanley
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arax Advisory Partners's WIW Position: Q2 2017 in Review

Arax Advisory Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2017, closing a stake of 492 shares — an estimated $5K sold.

Arax Advisory Partners first reported a position in WIW in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 73 funds tracked by Wall St. Rank hold WIW as of Q2 2017.

  • Arax Advisory Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2017 after selling out during the quarter.
  • Arax Advisory Partners sold 492 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2017, an estimated $5K.
  • Arax Advisory Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2016 and held it in 2 quarters.
  • Arax Advisory Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2017.

Based on Arax Advisory Partners's 13F filing for Q2 2017, filed 14 Aug 2017.