BA
WIW

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

Ballew 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
-800
Closed -$8K – 438
2018
Q3 		$8K Buy
+800
New +$8.8K 0.01% 317

Other funds holding WIW

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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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ballew Advisors's WIW Position: Q4 2018 in Review

Ballew Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2018, closing a stake of 800 shares — an estimated $8K sold.

Ballew Advisors first reported a position in WIW in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 82 funds tracked by Wall St. Rank hold WIW as of Q4 2018.

  • Ballew Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 800 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2018, an estimated $8K.
  • Ballew Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $8K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.