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

Cetera 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
2017 Q1	–	Sell	-14,000	Closed	-$156K	–	817
2016 Q4	$156K	Sell	14,000 -1,500	-10%	-$16.6K	0.01%	675
2016 Q3	$174K	Sell	15,500 -11,500	-43%	-$129K	0.01%	697
2016 Q2	$301K	Sell	27,000 -4,400	-14%	-$48.5K	0.02%	562
2016 Q1	$346K	Buy	31,400 +300	+1%	+$3.11K	0.03%	489
2015 Q4	$319K	Sell	31,100 -7,100	-19%	-$73.8K	0.03%	518
2015 Q3	$396K	Buy	38,200 +18,630	+95%	+$202K	0.04%	422
2015 Q2	$220K	Buy	+19,570	New	+$222K	0.02%	625

Other funds holding WIW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Cetera Advisors's WIW Position: Q1 2017 in Review

Cetera Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2017, closing a stake of 14,000 shares — an estimated $156K sold.

Cetera Advisors first reported a position in WIW in Q2 2015 and held it in 7 quarters. The position peaked at $396K in Q3 2015. 77 funds tracked by Wall St. Rank hold WIW as of Q1 2017.

Cetera Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2017 after selling out during the quarter.
Cetera Advisors sold 14,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2017, an estimated $156K.
Cetera Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2015 and held it in 7 quarters.
Cetera Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $396K in Q3 2015.
77 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2017.

Based on Cetera Advisors's 13F filing for Q1 2017, filed 15 May 2017.