Paloma Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Paloma 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
2016 Q4	–	Sell	-20,000	Closed	-$224K	–	2166
2016 Q3	$224K	Buy	+20,000	New	+$224K	﹤0.01%	1713
2014 Q1	–	Sell	-36,486	Closed	-$411K	–	1028
2013 Q4	$411K	Buy	+36,486	New	+$419K	0.02%	656

Other funds holding WIW

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

FIMG

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Paloma Partners's WIW Position: Q4 2016 in Review

Paloma Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2016, closing a stake of 20,000 shares — an estimated $224K sold.

Paloma Partners first reported a position in WIW in Q4 2013 and held it in 2 quarters. The position peaked at $411K in Q4 2013. 73 funds tracked by Wall St. Rank hold WIW as of Q4 2016.

Paloma Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2016 after selling out during the quarter.
Paloma Partners sold 20,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2016, an estimated $224K.
Paloma Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 2 quarters.
Paloma Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $411K in Q4 2013.
73 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2016.

Based on Paloma Partners's 13F filing for Q4 2016, filed 14 Feb 2017.