BWM
WIW

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

BerganKDV 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
2019
Q4 		– Sell
-1,817
Closed -$20K – 981
2019
Q3 		$20K Buy
1,817
+1,435
+376% +$16.1K ﹤0.01% 430
2019
Q2 		$4K Buy
+382
New +$4.16K ﹤0.01% 620

Other funds holding WIW

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

BerganKDV Wealth Management's WIW Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2019, closing a stake of 1,817 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in WIW in Q2 2019 and held it in 2 quarters. The position peaked at $20K in Q3 2019. 88 funds tracked by Wall St. Rank hold WIW as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,817 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2019, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $20K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.