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

M&R Capital 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 Q3	–	Sell	-400	Closed	-$4K	–	576
2016 Q2	$4K	Buy	+400	New	+$4.41K	﹤0.01%	472

Other funds holding WIW

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

RCM

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

SFPIA

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

M&R Capital Management's WIW Position: Q3 2016 in Review

M&R Capital Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2016, closing a stake of 400 shares — an estimated $4K sold.

M&R Capital Management first reported a position in WIW in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 77 funds tracked by Wall St. Rank hold WIW as of Q3 2016.

M&R Capital Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2016 after selling out during the quarter.
M&R Capital Management sold 400 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2016, an estimated $4K.
M&R Capital Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2016 and held it in 1 quarter.
M&R Capital Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $4K in Q2 2016.
77 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2016.

Based on M&R Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.