First Allied Advisory Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

First Allied Advisory Services’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
2019 Q1	–	Sell	-14,435	Closed	-$146K	–	1193
2018 Q4	$146K	Buy	14,435 +1,925	+15%	+$20K	0.01%	994
2018 Q3	$136K	Buy	+12,510	New	+$138K	﹤0.01%	1126
2018 Q2	–	Sell	-14,310	Closed	-$162K	–	1250
2018 Q1	$162K	Sell	14,310 -2,325	-14%	-$26.7K	0.01%	1089
2017 Q4	$190K	Buy	16,635 +5,080	+44%	+$57.3K	0.01%	1079
2017 Q3	$131K	Buy	+11,555	New	+$129K	0.01%	1073
2017 Q2	–	Sell	-10,380	Closed	-$116K	–	1201
2017 Q1	$116K	Buy	10,380 +250	+2%	+$2.79K	0.01%	1054
2016 Q4	$113K	Buy	+10,130	New	+$112K	0.01%	1056

Other funds holding WIW

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFPIA

Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

First Allied Advisory Services's WIW Position: Q1 2019 in Review

First Allied Advisory Services sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2019, closing a stake of 14,435 shares — an estimated $146K sold.

First Allied Advisory Services first reported a position in WIW in Q4 2016 and held it in 7 quarters. The position peaked at $190K in Q4 2017. 79 funds tracked by Wall St. Rank hold WIW as of Q1 2019.

First Allied Advisory Services reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2019 after selling out during the quarter.
First Allied Advisory Services sold 14,435 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2019, an estimated $146K.
First Allied Advisory Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2016 and held it in 7 quarters.
First Allied Advisory Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $190K in Q4 2017.
79 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2019.

Based on First Allied Advisory Services's 13F filing for Q1 2019, filed 6 May 2019.