Creative Planning
WIW

Creative Planning’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Creative Planning’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
Q3 		– Sell
-389
Closed -$4K – 3711
2017
Q2 		$4K Hold
389
– – ﹤0.01% 4119
2017
Q1 		$4K Hold
389
– – ﹤0.01% 4086
2016
Q4 		$4K Sell
389
-2,100
-84% -$23.2K ﹤0.01% 4073
2016
Q3 		$28K Buy
2,489
+2,100
+540% +$23.5K ﹤0.01% 2803
2016
Q2 		$4K Hold
389
– – ﹤0.01% 3781
2016
Q1 		$4K Sell
389
-1,293
-77% -$13.4K ﹤0.01% 3724
2015
Q4 		$17K Sell
1,682
-207
-11% -$2.15K ﹤0.01% 2958
2015
Q3 		$20K Buy
+1,889
New +$20.5K ﹤0.01% 2735
2015
Q2 		– Sell
-2,639
Closed -$30K – 3021
2015
Q1 		$30K Buy
2,639
+1,136
+76% +$12.9K ﹤0.01% 2414
2014
Q4 		$17K Hold
1,503
– – ﹤0.01% 2782
2014
Q3 		$17K Hold
1,503
– – ﹤0.01% 2638
2014
Q2 		$19K Sell
1,503
-1,277
-46% -$15.3K ﹤0.01% 2529
2014
Q1 		$32K Buy
2,780
+1,280
+85% +$14.8K ﹤0.01% 2102
2013
Q4 		$17K Sell
1,500
-223
-13% -$2.56K ﹤0.01% 2292
2013
Q3 		$20K Buy
1,723
+223
+15% +$2.6K ﹤0.01% 2112
2013
Q2 		$18K Buy
+1,500
New +$19.2K ﹤0.01% 1999

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning's WIW Position: Q3 2017 in Review

Creative Planning sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2017, closing a stake of 389 shares — an estimated $4K sold.

Creative Planning first reported a position in WIW in Q2 2013 and held it in 16 quarters. The position peaked at $32K in Q1 2014. 75 funds tracked by Wall St. Rank hold WIW as of Q3 2017.

  • Creative Planning reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 389 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $32K in Q1 2014.
  • 75 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.