National Planning Corporation’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

National Planning Corporation’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
2015 Q1	–	Sell	-10,871	Closed	-$123K	–	2051
2014 Q4	$123K	Sell	10,871 -500	-4%	-$5.73K	0.01%	841
2014 Q3	$132K	Hold	11,371	–	–	0.01%	704
2014 Q2	$140K	Hold	11,371	–	–	0.01%	710
2014 Q1	$132K	Hold	11,371	–	–	0.01%	676
2013 Q4	$130K	Sell	11,371 -803	-7%	-$9.22K	0.01%	657
2013 Q3	$144K	Buy	+12,174	New	+$142K	0.01%	614

Other funds holding WIW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

FIMG

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RCM

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

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

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

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

National Planning Corporation's WIW Position: Q1 2015 in Review

National Planning Corporation sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2015, closing a stake of 10,871 shares — an estimated $123K sold.

National Planning Corporation first reported a position in WIW in Q3 2013 and held it in 6 quarters. The position peaked at $144K in Q3 2013. 68 funds tracked by Wall St. Rank hold WIW as of Q1 2015.

National Planning Corporation reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 10,871 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2015, an estimated $123K.
National Planning Corporation first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2013 and held it in 6 quarters.
National Planning Corporation's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $144K in Q3 2013.
68 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.