IHT Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-11,535	Closed	-$124K	–	567
2019 Q1	$124K	Hold	11,535	–	–	0.02%	488
2018 Q4	$117K	Buy	+11,535	New	+$120K	0.02%	449

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IHT Wealth Management's WIW Position: Q2 2019 in Review

IHT Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2019, closing a stake of 11,535 shares — an estimated $124K sold.

IHT Wealth Management first reported a position in WIW in Q4 2018 and held it in 2 quarters. The position peaked at $124K in Q1 2019. 82 funds tracked by Wall St. Rank hold WIW as of Q2 2019.

IHT Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2019 after selling out during the quarter.
IHT Wealth Management sold 11,535 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2019, an estimated $124K.
IHT Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2018 and held it in 2 quarters.
IHT Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $124K in Q1 2019.
82 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2019.

Based on IHT Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.