O'Brien Wealth Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

O'Brien Wealth Partners’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
2018 Q2	–	Sell	-2,500	Closed	-$28K	–	178
2018 Q1	$28K	Buy	+2,500	New	+$28.7K	0.02%	74

Other funds holding WIW

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1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFPIA

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

O'Brien Wealth Partners's WIW Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2018, closing a stake of 2,500 shares — an estimated $28K sold.

O'Brien Wealth Partners first reported a position in WIW in Q1 2018 and held it in 1 quarter. The position peaked at $28K in Q1 2018. 79 funds tracked by Wall St. Rank hold WIW as of Q2 2018.

O'Brien Wealth Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 2,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2018, an estimated $28K.
O'Brien Wealth Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $28K in Q1 2018.
79 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.