GSC
WIW

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

Ground Swell Capital’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
2014
Q3 		– Sell
-221
Closed -$3K – 2804
2014
Q2 		$3K Buy
+221
New +$2.65K 0.01% 1351

Other funds holding WIW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Ground Swell Capital's WIW Position: Q3 2014 in Review

Ground Swell Capital sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2014, closing a stake of 221 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in WIW in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 67 funds tracked by Wall St. Rank hold WIW as of Q3 2014.

  • Ground Swell Capital reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 221 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3K in Q2 2014.
  • 67 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.