AWM
WIW

Avior Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Avior Wealth Management’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
2020
Q1 		– Sell
-2,800
Closed -$31.2K – 905
2019
Q4 		$32K Buy
+2,800
New +$31.3K 0.01% 495

Other funds holding WIW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Avior Wealth Management's WIW Position: Q1 2020 in Review

Avior Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2020, closing a stake of 2,800 shares — an estimated $31.2K sold.

Avior Wealth Management first reported a position in WIW in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 88 funds tracked by Wall St. Rank hold WIW as of Q1 2020.

  • Avior Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2020 after selling out during the quarter.
  • Avior Wealth Management sold 2,800 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2020, an estimated $31.2K.
  • Avior Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2019 and held it in 1 quarter.
  • Avior Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $32K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2020.

Based on Avior Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.