BFEC
WIW

Benjamin F. Edwards & Company’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Benjamin F. Edwards & Company’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
-2,004
Closed -$22K – 1773
2018
Q3 		$22K Buy
2,004
+1,654
+473% +$18.2K ﹤0.01% 1090
2018
Q2 		$4K Hold
350
– – ﹤0.01% 1454
2018
Q1 		$4K Buy
+350
New +$4.01K ﹤0.01% 1455

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SIA
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RCM
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Morgan Stanley
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KIM
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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

Benjamin F. Edwards & Company's WIW Position: Q4 2018 in Review

Benjamin F. Edwards & Company sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2018, closing a stake of 2,004 shares — an estimated $22K sold.

Benjamin F. Edwards & Company first reported a position in WIW in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 82 funds tracked by Wall St. Rank hold WIW as of Q4 2018.

  • Benjamin F. Edwards & Company reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,004 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2018, an estimated $22K.
  • Benjamin F. Edwards & Company first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2018 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $22K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2018, filed 31 Jan 2019.