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

FinTrust Capital Advisors’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
2020 Q1	–	Sell	-432	Closed	-$5K	–	1186
2019 Q4	$5K	Buy	+432	New	+$4.83K	﹤0.01%	871
2019 Q3	–	Sell	-455	Closed	-$5K	–	1102
2019 Q2	$5K	Hold	455	–	–	﹤0.01%	852
2019 Q1	$5K	Hold	455	–	–	﹤0.01%	954
2018 Q4	$5K	Buy	+455	New	+$4.72K	﹤0.01%	948

Other funds holding WIW

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

FinTrust Capital Advisors's WIW Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2020, closing a stake of 432 shares — an estimated $5K sold.

FinTrust Capital Advisors first reported a position in WIW in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 88 funds tracked by Wall St. Rank hold WIW as of Q1 2020.

FinTrust Capital Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 432 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2020, an estimated $5K.
FinTrust Capital Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2018 and held it in 4 quarters.
FinTrust Capital Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5K in Q4 2019.
88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.