LFA
WIW

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

Legacy Financial 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
2018
Q1 		– Sell
-2,400
Closed -$27K – 915
2017
Q4 		$27K Buy
+2,400
New +$27.1K 0.01% 325

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Financial Advisors's WIW Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2018, closing a stake of 2,400 shares — an estimated $27K sold.

Legacy Financial Advisors first reported a position in WIW in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 83 funds tracked by Wall St. Rank hold WIW as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,400 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2018, an estimated $27K.
  • Legacy Financial Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $27K in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.