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

Knightsbridge Asset 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
2016 Q4	–	Sell	-35,180	Closed	-$394K	–	28
2016 Q3	$394K	Sell	35,180 -5,750	-14%	-$64.3K	0.38%	22
2016 Q2	$455K	Sell	40,930 -300	-0.7%	-$3.3K	0.43%	23
2016 Q1	$456K	Sell	41,230 -4,000	-9%	-$41.5K	0.35%	29
2015 Q4	$465K	Sell	45,230 -1,100	-2%	-$11.4K	0.33%	27
2015 Q3	$482K	Sell	46,330 -2,030	-4%	-$22K	0.34%	30
2015 Q2	$541K	Sell	48,360 -1,700	-3%	-$19.3K	0.28%	34
2015 Q1	$568K	Buy	50,060 +11,800	+31%	+$134K	0.28%	33
2014 Q4	$432K	Buy	38,260 +100	+0.3%	+$1.15K	0.14%	41
2014 Q3	$442K	Buy	38,160 +20,860	+121%	+$251K	0.13%	40
2014 Q2	$213K	Sell	17,300 -600	-3%	-$7.21K	0.06%	42
2014 Q1	$208K	Buy	+17,900	New	+$207K	0.06%	40

Other funds holding WIW

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFPIA

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

Knightsbridge Asset Management's WIW Position: Q4 2016 in Review

Knightsbridge Asset Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2016, closing a stake of 35,180 shares — an estimated $394K sold.

Knightsbridge Asset Management first reported a position in WIW in Q1 2014 and held it in 11 quarters. The position peaked at $568K in Q1 2015. 73 funds tracked by Wall St. Rank hold WIW as of Q4 2016.

Knightsbridge Asset Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2016 after selling out during the quarter.
Knightsbridge Asset Management sold 35,180 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2016, an estimated $394K.
Knightsbridge Asset Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2014 and held it in 11 quarters.
Knightsbridge Asset Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $568K in Q1 2015.
73 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2016.

Based on Knightsbridge Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.