FHA
WIW

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

First Horizon 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
-11,500
Closed -$132K – 1589
2019
Q4 		$132K Hold
11,500
– – 0.01% 387
2019
Q3 		$127K Hold
11,500
– – 0.01% 386
2019
Q2 		$128K Buy
+11,500
New +$125K 0.01% 396

Other funds holding WIW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Bank of America
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

First Horizon Advisors's WIW Position: Q1 2020 in Review

First Horizon Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2020, closing a stake of 11,500 shares — an estimated $132K sold.

First Horizon Advisors first reported a position in WIW in Q2 2019 and held it in 3 quarters. The position peaked at $132K in Q4 2019. 88 funds tracked by Wall St. Rank hold WIW as of Q1 2020.

  • First Horizon Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2020 after selling out during the quarter.
  • First Horizon Advisors sold 11,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2020, an estimated $132K.
  • First Horizon Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2019 and held it in 3 quarters.
  • First Horizon Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $132K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2020.

Based on First Horizon Advisors's 13F filing for Q1 2020, filed 5 May 2020.