CCM
WIW

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

Coe Capital 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
2013
Q3 		– Sell
-37,882
Closed -$448K – 185
2013
Q2 		$448K Buy
+37,882
New +$485K 0.17% 143

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KIM
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1CP
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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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Coe Capital Management's WIW Position: Q3 2013 in Review

Coe Capital Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2013, closing a stake of 37,882 shares — an estimated $448K sold.

Coe Capital Management first reported a position in WIW in Q2 2013 and held it in 1 quarter. The position peaked at $448K in Q2 2013. 55 funds tracked by Wall St. Rank hold WIW as of Q3 2013.

  • Coe Capital Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 37,882 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2013, an estimated $448K.
  • Coe Capital Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $448K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.