CF
WIW

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

Centaurus Financial’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
Q3 		– Sell
-4,471
Closed -$50K – 2039
2018
Q2 		$50K Buy
+4,471
New +$50.1K 0.01% 940

Other funds holding WIW

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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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Centaurus Financial's WIW Position: Q3 2018 in Review

Centaurus Financial sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2018, closing a stake of 4,471 shares — an estimated $50K sold.

Centaurus Financial first reported a position in WIW in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 78 funds tracked by Wall St. Rank hold WIW as of Q3 2018.

  • Centaurus Financial reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 4,471 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2018, an estimated $50K.
  • Centaurus Financial first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $50K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.