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

Next Financial Group’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 Q1	–	Sell	-3,065	Closed	-$34K	–	2314
2016 Q4	$34K	Hold	3,065	–	–	0.01%	1118
2016 Q3	$34K	Buy	+3,065	New	+$34.3K	0.01%	1122
2015 Q4	–	Sell	-200	Closed	-$2K	–	1966
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	1649
2015 Q2	$2K	Hold	200	–	–	﹤0.01%	1704
2015 Q1	$2K	Hold	200	–	–	﹤0.01%	1721
2014 Q4	$2K	Sell	200 -1,265	-86%	-$14.5K	﹤0.01%	1751
2014 Q3	$17K	Buy	+1,465	New	+$17.6K	﹤0.01%	1514

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Next Financial Group's WIW Position: Q1 2017 in Review

Next Financial Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2017, closing a stake of 3,065 shares — an estimated $34K sold.

Next Financial Group first reported a position in WIW in Q3 2014 and held it in 7 quarters. The position peaked at $34K in Q4 2016. 77 funds tracked by Wall St. Rank hold WIW as of Q1 2017.

Next Financial Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 3,065 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2017, an estimated $34K.
Next Financial Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2014 and held it in 7 quarters.
Next Financial Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $34K in Q4 2016.
77 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.