Peachtree Investment Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Peachtree Investment Advisors’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 Q3	–	Sell	-17,509	Closed	-$196K	–	257
2015 Q2	$196K	Sell	17,509 -3,710	-17%	-$42.1K	0.15%	126
2015 Q1	$241K	Sell	21,219 -34,029	-62%	-$386K	0.17%	116
2014 Q4	$624K	Sell	55,248 -65,565	-54%	-$752K	0.42%	70
2014 Q3	$1.4M	Sell	120,813 -18,700	-13%	-$225K	0.94%	24
2014 Q2	$1.72M	Sell	139,513 -35,999	-21%	-$432K	1.15%	22
2014 Q1	$2.04M	Sell	175,512 -11,471	-6%	-$133K	1.39%	17
2013 Q4	$2.11M	Buy	+186,983	New	+$2.15M	1.44%	19

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

KIM

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

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

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

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

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

RCM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Peachtree Investment Advisors's WIW Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2015, closing a stake of 17,509 shares — an estimated $196K sold.

Peachtree Investment Advisors first reported a position in WIW in Q4 2013 and held it in 7 quarters. The position peaked at $2.11M in Q4 2013. 69 funds tracked by Wall St. Rank hold WIW as of Q3 2015.

Peachtree Investment Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 17,509 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2015, an estimated $196K.
Peachtree Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.11M in Q4 2013.
69 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.