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

Cornerstone 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
2018 Q1	–	Sell	-38,254	Closed	-$437K	–	245
2017 Q4	$437K	Sell	38,254 -16,576	-30%	-$187K	0.05%	215
2017 Q3	$618K	Hold	54,830	–	–	0.07%	219
2017 Q2	$604K	Buy	+54,830	New	+$608K	0.11%	181
2016 Q3	–	Sell	-31,664	Closed	-$352K	–	238
2016 Q2	$352K	Buy	+31,664	New	+$349K	0.09%	178
2014 Q2	–	Sell	-62,555	Closed	-$728K	–	286
2014 Q1	$728K	Sell	62,555 -12,500	-17%	-$145K	0.17%	162
2013 Q4	$846K	Sell	75,055 -25,100	-25%	-$288K	0.21%	136
2013 Q3	$1.16M	Sell	100,155 -179,873	-64%	-$2.1M	0.38%	77
2013 Q2	$3.32M	Buy	+280,028	New	+$3.59M	1.3%	16

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

KIM

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

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

SFPIA

Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 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

Cornerstone Advisors's WIW Position: Q1 2018 in Review

Cornerstone Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2018, closing a stake of 38,254 shares — an estimated $437K sold.

Cornerstone Advisors first reported a position in WIW in Q2 2013 and held it in 8 quarters. The position peaked at $3.32M in Q2 2013. 83 funds tracked by Wall St. Rank hold WIW as of Q1 2018.

Cornerstone Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2018 after selling out during the quarter.
Cornerstone Advisors sold 38,254 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2018, an estimated $437K.
Cornerstone Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 8 quarters.
Cornerstone Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3.32M in Q2 2013.
83 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2018.

Based on Cornerstone Advisors's 13F filing for Q1 2018, filed 11 May 2018.