MUFG Americas’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

MUFG Americas’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
2017 Q4	–	Sell	-4,322	Closed	-$49K	–	1162
2017 Q3	$49K	Buy	+4,322	New	+$48.4K	﹤0.01%	576
2014 Q2	–	Sell	-1	Closed	–	–	1204
2014 Q1	$0	Sell	1 -131	-99%	-$1.51K	﹤0.01%	1189
2013 Q4	$1K	Sell	132 -378	-74%	-$4.34K	﹤0.01%	1062
2013 Q3	$6K	Buy	510 +3	+0.6%	+$35	﹤0.01%	1069
2013 Q2	$6K	Buy	+507	New	+$6.5K	﹤0.01%	1461

Other funds holding WIW

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MUFG Americas's WIW Position: Q4 2017 in Review

MUFG Americas sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2017, closing a stake of 4,322 shares — an estimated $49K sold.

MUFG Americas first reported a position in WIW in Q2 2013 and held it in 5 quarters. The position peaked at $49K in Q3 2017. 81 funds tracked by Wall St. Rank hold WIW as of Q4 2017.

MUFG Americas reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2017 after selling out during the quarter.
MUFG Americas sold 4,322 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2017, an estimated $49K.
MUFG Americas first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 5 quarters.
MUFG Americas's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $49K in Q3 2017.
81 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.