B. Riley Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

B. Riley Wealth Advisors’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
2018 Q4	–	Sell	-10,149	Closed	-$111K	–	744
2018 Q3	$111K	Sell	10,149 -3,525	-26%	-$38.8K	0.01%	683
2018 Q2	$152K	Hold	13,674	–	–	0.02%	624
2018 Q1	$155K	Buy	13,674 +1,747	+15%	+$20K	0.02%	612
2017 Q4	$136K	Buy	+11,927	New	+$135K	0.02%	601
2015 Q1	–	Sell	-2,304	Closed	-$26	–	1980
2014 Q4	$26	Buy	+2,304	New	+$26.4K	﹤0.01%	2430
2014 Q3	–	Sell	-2,298	Closed	-$28.3K	–	1887
2014 Q2	$28.3K	Buy	+2,298	New	+$27.6K	0.01%	1295
2014 Q1	–	Sell	-11,063	Closed	-$125K	–	796
2013 Q4	$125K	Sell	11,063 -8,395	-43%	-$96.4K	0.04%	489
2013 Q3	$226K	Sell	19,458 -20,828	-52%	-$243K	0.08%	298
2013 Q2	$477K	Buy	+40,286	New	+$516K	0.16%	153

Other funds holding WIW

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

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

SFPIA

Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's WIW Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2018, closing a stake of 10,149 shares — an estimated $111K sold.

B. Riley Wealth Advisors first reported a position in WIW in Q2 2013 and held it in 9 quarters. The position peaked at $477K in Q2 2013. 82 funds tracked by Wall St. Rank hold WIW as of Q4 2018.

B. Riley Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,149 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2018, an estimated $111K.
B. Riley Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 9 quarters.
B. Riley Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $477K in Q2 2013.
82 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.