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

Omnia Family Wealth’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
2019 Q2	–	Sell	-2,500	Closed	-$27K	–	527
2019 Q1	$27K	Hold	2,500	–	–	0.01%	196
2018 Q4	$25K	Hold	2,500	–	–	0.01%	185
2018 Q3	$27K	Hold	2,500	–	–	0.01%	187
2018 Q2	$28K	Hold	2,500	–	–	0.01%	192
2018 Q1	$28K	Buy	+2,500	New	+$28.7K	0.01%	186

Other funds holding WIW

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

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

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

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

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

Omnia Family Wealth's WIW Position: Q2 2019 in Review

Omnia Family Wealth sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2019, closing a stake of 2,500 shares — an estimated $27K sold.

Omnia Family Wealth first reported a position in WIW in Q1 2018 and held it in 5 quarters. The position peaked at $28K in Q2 2018. 82 funds tracked by Wall St. Rank hold WIW as of Q2 2019.

Omnia Family Wealth reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 2,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2019, an estimated $27K.
Omnia Family Wealth first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2018 and held it in 5 quarters.
Omnia Family Wealth's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $28K in Q2 2018.
82 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.