Diversified Investment Strategies’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Diversified Investment Strategies’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	-12,800	Closed	-$143K	–	43
2018 Q2	$143K	Hold	12,800	–	–	0.13%	41
2018 Q1	$145K	Sell	12,800 -16,400	-56%	-$188K	0.14%	42
2017 Q4	$332K	Buy	29,200 +14,600	+100%	+$165K	0.3%	31
2017 Q3	$165K	Hold	14,600	–	–	0.16%	43
2017 Q2	$161K	Hold	14,600	–	–	0.15%	44
2017 Q1	$163K	Hold	14,600	–	–	0.16%	43
2016 Q4	$163K	Hold	14,600	–	–	0.17%	44
2016 Q3	$163K	Hold	14,600	–	–	0.16%	52
2016 Q2	$162K	Hold	14,600	–	–	0.16%	51
2016 Q1	$161K	Buy	+14,600	New	+$151K	0.17%	52

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

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

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

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

Diversified Investment Strategies's WIW Position: Q3 2018 in Review

Diversified Investment Strategies sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2018, closing a stake of 12,800 shares — an estimated $143K sold.

Diversified Investment Strategies first reported a position in WIW in Q1 2016 and held it in 10 quarters. The position peaked at $332K in Q4 2017. 78 funds tracked by Wall St. Rank hold WIW as of Q3 2018.

Diversified Investment Strategies reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2018 after selling out during the quarter.
Diversified Investment Strategies sold 12,800 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2018, an estimated $143K.
Diversified Investment Strategies first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2016 and held it in 10 quarters.
Diversified Investment Strategies's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $332K in Q4 2017.
78 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2018.

Based on Diversified Investment Strategies's 13F filing for Q3 2018, filed 30 Oct 2018.