CIBC Private Wealth Group
WIW

CIBC Private Wealth Group’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

CIBC Private Wealth Group’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
-1,865
Closed -$21K – 1738
2018
Q2 		$21K Buy
1,865
+766
+70% +$8.58K ﹤0.01% 1392
2018
Q1 		$12K Buy
+1,099
New +$12.6K ﹤0.01% 1497

Other funds holding WIW

Wells Fargo
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
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

CIBC Private Wealth Group's WIW Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2018, closing a stake of 1,865 shares — an estimated $21K sold.

CIBC Private Wealth Group first reported a position in WIW in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2018. 78 funds tracked by Wall St. Rank hold WIW as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,865 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2018, an estimated $21K.
  • CIBC Private Wealth Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2018 and held it in 2 quarters.
  • CIBC Private Wealth Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $21K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.