PAI
WIW

Pittenger & Anderson Inc’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Pittenger & Anderson Inc’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
Q1 		– Sell
-4,000
Closed -$45K – 429
2014
Q4 		$45K Hold
4,000
– – 0.01% 310
2014
Q3 		$46K Hold
4,000
– – 0.01% 279
2014
Q2 		$49K Buy
+4,000
New +$48K 0.01% 287

Other funds holding WIW

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pittenger & Anderson Inc's WIW Position: Q1 2015 in Review

Pittenger & Anderson Inc sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2015, closing a stake of 4,000 shares — an estimated $45K sold.

Pittenger & Anderson Inc first reported a position in WIW in Q2 2014 and held it in 3 quarters. The position peaked at $49K in Q2 2014. 68 funds tracked by Wall St. Rank hold WIW as of Q1 2015.

  • Pittenger & Anderson Inc reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2015 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 4,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2015, an estimated $45K.
  • Pittenger & Anderson Inc first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2014 and held it in 3 quarters.
  • Pittenger & Anderson Inc's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $49K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2015.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2015, filed 12 May 2015.