MWM
WIW

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

Merriman 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
2020
Q2 		– Sell
-41,503
Closed -$397K – 195
2020
Q1 		$397K Buy
+41,503
New +$462K 0.09% 101

Other funds holding WIW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Merriman Wealth Management's WIW Position: Q2 2020 in Review

Merriman Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2020, closing a stake of 41,503 shares — an estimated $397K sold.

Merriman Wealth Management first reported a position in WIW in Q1 2020 and held it in 1 quarter. The position peaked at $397K in Q1 2020. 80 funds tracked by Wall St. Rank hold WIW as of Q2 2020.

  • Merriman Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 41,503 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2020, an estimated $397K.
  • Merriman Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2020 and held it in 1 quarter.
  • Merriman Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $397K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.