D'Orazio & Associates’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

D'Orazio & Associates’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
2015 Q4	–	Sell	-1,500	Closed	-$16K	–	317
2015 Q3	$16K	Hold	1,500	–	–	0.01%	165
2015 Q2	$17K	Hold	1,500	–	–	0.01%	157
2015 Q1	$17K	Hold	1,500	–	–	0.01%	160
2014 Q4	$17K	Hold	1,500	–	–	0.01%	152
2014 Q3	$17K	Hold	1,500	–	–	0.01%	150
2014 Q2	$18K	Hold	1,500	–	–	0.01%	149
2014 Q1	$17K	Hold	1,500	–	–	0.01%	149
2013 Q4	$17K	Buy	+1,500	New	+$17.2K	0.01%	135

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

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

D'Orazio & Associates's WIW Position: Q4 2015 in Review

D'Orazio & Associates sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2015, closing a stake of 1,500 shares — an estimated $16K sold.

D'Orazio & Associates first reported a position in WIW in Q4 2013 and held it in 8 quarters. The position peaked at $18K in Q2 2014. 72 funds tracked by Wall St. Rank hold WIW as of Q4 2015.

D'Orazio & Associates reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2015 after selling out during the quarter.
D'Orazio & Associates sold 1,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2015, an estimated $16K.
D'Orazio & Associates first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 8 quarters.
D'Orazio & Associates's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $18K in Q2 2014.
72 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2015.

Based on D'Orazio & Associates's 13F filing for Q4 2015, filed 11 Feb 2016.