Pinnacle Bancorp’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Pinnacle Bancorp’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 Q3	–	Sell	-2,000	Closed	-$22K	–	726
2019 Q2	$22K	Hold	2,000	–	–	0.01%	426
2019 Q1	$21K	Hold	2,000	–	–	0.01%	423
2018 Q4	$20K	Buy	+2,000	New	+$20.7K	0.01%	424
2017 Q1	$22K	Buy	+2,000	New	+$22.3K	0.02%	406

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

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

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

Pinnacle Bancorp's WIW Position: Q3 2019 in Review

Pinnacle Bancorp sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2019, closing a stake of 2,000 shares — an estimated $22K sold.

Pinnacle Bancorp first reported a position in WIW in Q1 2017 and held it in 4 quarters. The position peaked at $22K in Q2 2019. 85 funds tracked by Wall St. Rank hold WIW as of Q3 2019.

Pinnacle Bancorp reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2019 after selling out during the quarter.
Pinnacle Bancorp sold 2,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2019, an estimated $22K.
Pinnacle Bancorp first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2017 and held it in 4 quarters.
Pinnacle Bancorp's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $22K in Q2 2019.
85 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2019.

Based on Pinnacle Bancorp's 13F filing for Q3 2019, filed 8 Oct 2019.