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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-20,495
Closed -$231K 250
2017
Q3
$231K Buy
+20,495
New +$229K 0.03% 177

Other funds holding WIW

Evergreen Capital Management's WIW Position: Q4 2017 in Review

Evergreen Capital Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2017, closing a stake of 20,495 shares — an estimated $231K sold.

Evergreen Capital Management first reported a position in WIW in Q3 2017 and held it in 1 quarter. The position peaked at $231K in Q3 2017. 81 funds tracked by Wall St. Rank hold WIW as of Q4 2017.

  • Evergreen Capital Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2017 after selling out during the quarter.
  • Evergreen Capital Management sold 20,495 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2017, an estimated $231K.
  • Evergreen Capital Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2017 and held it in 1 quarter.
  • Evergreen Capital Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $231K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2017.

Based on Evergreen Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.