DA
IMF

Doliver Advisors’s WESTERN ASSET INFLATION MTGMT FUND INC. COM IMF Stock Holding History

Doliver Advisors’s Portfolio IMF Stock Details IMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-34,198
Closed -$562K – 368
2013
Q3 		$562K Buy
34,198
+3,819
+13% +$62.1K 0.34% 102
2013
Q2 		$502K Buy
+30,379
New +$544K 0.3% 149

Other funds holding IMF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Doliver Advisors's IMF Position: Q4 2013 in Review

Doliver Advisors sold out of WESTERN ASSET INFLATION MTGMT FUND INC. COM (IMF) in Q4 2013, closing a stake of 34,198 shares — an estimated $562K sold.

Doliver Advisors first reported a position in IMF in Q2 2013 and held it in 2 quarters. The position peaked at $562K in Q3 2013. 21 funds tracked by Wall St. Rank hold IMF as of Q4 2013.

  • Doliver Advisors reported no remaining WESTERN ASSET INFLATION MTGMT FUND INC. COM position as of Q4 2013 after selling out during the quarter.
  • Doliver Advisors sold 34,198 WESTERN ASSET INFLATION MTGMT FUND INC. COM shares in Q4 2013, an estimated $562K.
  • Doliver Advisors first reported a position in WESTERN ASSET INFLATION MTGMT FUND INC. COM in Q2 2013 and held it in 2 quarters.
  • Doliver Advisors's WESTERN ASSET INFLATION MTGMT FUND INC. COM position peaked at $562K in Q3 2013.
  • 21 funds tracked by Wall St. Rank held WESTERN ASSET INFLATION MTGMT FUND INC. COM as of Q4 2013.

Based on Doliver Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.