Dynasty Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Dynasty Wealth Management’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	-22,000	Closed	-$245K	–	131
2018 Q2	$245K	Sell	22,000 -8,500	-28%	-$95.2K	0.51%	54
2018 Q1	$345K	Sell	30,500 -14,500	-32%	-$166K	0.14%	33
2017 Q4	$514K	Buy	+45,000	New	+$508K	0.89%	27

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

Dynasty Wealth Management's WIW Position: Q3 2018 in Review

Dynasty Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2018, closing a stake of 22,000 shares — an estimated $245K sold.

Dynasty Wealth Management first reported a position in WIW in Q4 2017 and held it in 3 quarters. The position peaked at $514K in Q4 2017. 78 funds tracked by Wall St. Rank hold WIW as of Q3 2018.

Dynasty Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2018 after selling out during the quarter.
Dynasty Wealth Management sold 22,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2018, an estimated $245K.
Dynasty Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and held it in 3 quarters.
Dynasty Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $514K in Q4 2017.
78 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2018.

Based on Dynasty Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.