Carroll Financial Associates’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Carroll Financial Associates’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 Q3	–	Sell	-451	Closed	-$5K	–	1731
2019 Q2	$5K	Hold	451	–	–	﹤0.01%	1222
2019 Q1	$4K	Hold	451	–	–	﹤0.01%	1182
2018 Q4	$4K	Hold	451	–	–	﹤0.01%	1104
2018 Q3	$4K	Hold	451	–	–	﹤0.01%	1137
2018 Q2	$5K	Hold	451	–	–	﹤0.01%	1067
2018 Q1	$5K	Hold	451	–	–	﹤0.01%	1045
2017 Q4	$5K	Hold	451	–	–	﹤0.01%	1012
2017 Q3	$5K	Hold	451	–	–	﹤0.01%	994
2017 Q2	$4K	Hold	451	–	–	﹤0.01%	1040
2017 Q1	$5K	Hold	451	–	–	﹤0.01%	998
2016 Q4	$5K	Hold	451	–	–	﹤0.01%	951
2016 Q3	$5K	Hold	451	–	–	﹤0.01%	961
2016 Q2	$5K	Hold	451	–	–	﹤0.01%	935
2016 Q1	$4K	Buy	+451	New	+$4.68K	﹤0.01%	960

Other funds holding WIW

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

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carroll Financial Associates's WIW Position: Q3 2019 in Review

Carroll Financial Associates sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2019, closing a stake of 451 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in WIW in Q1 2016 and held it in 14 quarters. The position peaked at $5K in Q2 2019. 85 funds tracked by Wall St. Rank hold WIW as of Q3 2019.

Carroll Financial Associates reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 451 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2019, an estimated $5K.
Carroll Financial Associates first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2016 and held it in 14 quarters.
Carroll Financial Associates's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5K in Q2 2019.
85 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.