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

First Foundation 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 Q3	–	Sell	-13,553	Closed	-$149K	–	387
2020 Q2	$149K	Hold	13,553	–	–	0.01%	342
2020 Q1	$130K	Hold	13,553	–	–	0.01%	327
2019 Q4	$156K	Hold	13,553	–	–	0.01%	339
2019 Q3	$150K	Sell	13,553 -17,551	-56%	-$196K	0.01%	342
2019 Q2	$348K	Hold	31,104	–	–	0.02%	253
2019 Q1	$334K	Sell	31,104 -159,770	-84%	-$1.69M	0.02%	251
2018 Q4	$1.94M	Buy	190,874 +1,925	+1%	+$20K	0.12%	110
2018 Q3	$2.05M	Buy	188,949 +3,591	+2%	+$39.5K	0.11%	114
2018 Q2	$2.07M	Sell	185,358 -6,563	-3%	-$73.5K	0.12%	105
2018 Q1	$2.17M	Sell	191,921 -3,173	-2%	-$36.4K	0.12%	105
2017 Q4	$2.23M	Buy	195,094 +18,061	+10%	+$204K	0.12%	108
2017 Q3	$2M	Buy	177,033 +12,866	+8%	+$144K	0.11%	102
2017 Q2	$1.81M	Sell	164,167 -92,544	-36%	-$1.03M	0.11%	114
2017 Q1	$2.87M	Buy	256,711 +209,672	+446%	+$2.34M	0.18%	86
2016 Q4	$524K	Buy	+47,039	New	+$520K	0.03%	197
2014 Q3	–	Sell	-17,817	Closed	-$219K	–	256
2014 Q2	$219K	Buy	+17,817	New	+$214K	0.02%	198

Other funds holding WIW

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

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

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

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

First Foundation Advisors's WIW Position: Q3 2020 in Review

First Foundation Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2020, closing a stake of 13,553 shares — an estimated $149K sold.

First Foundation Advisors first reported a position in WIW in Q2 2014 and held it in 16 quarters. The position peaked at $2.87M in Q1 2017. 85 funds tracked by Wall St. Rank hold WIW as of Q3 2020.

First Foundation Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2020 after selling out during the quarter.
First Foundation Advisors sold 13,553 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2020, an estimated $149K.
First Foundation Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2014 and held it in 16 quarters.
First Foundation Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.87M in Q1 2017.
85 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2020.

Based on First Foundation Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.