SG Americas Securities’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

SG Americas Securities’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
2018 Q3	–	Sell	-10,824	Closed	-$121K	–	3490
2018 Q2	$121K	Sell	10,824 -19,422	-64%	-$218K	﹤0.01%	2956
2018 Q1	$342K	Buy	30,246 +13,304	+79%	+$153K	﹤0.01%	2101
2017 Q4	$193K	Sell	16,942 -2,833	-14%	-$32K	﹤0.01%	2462
2017 Q3	$223K	Sell	19,775 -30,085	-60%	-$337K	﹤0.01%	2496
2017 Q2	$549K	Buy	49,860 +11,570	+30%	+$128K	﹤0.01%	1803
2017 Q1	$428K	Buy	+38,290	New	+$427K	﹤0.01%	1953
2016 Q2	–	Sell	-55,517	Closed	-$614K	–	3021
2016 Q1	$614K	Sell	55,517 -101	-0.2%	-$1.05K	﹤0.01%	1631
2015 Q4	$572K	Buy	+55,618	New	+$578K	﹤0.01%	1511
2014 Q1	–	Sell	-38,093	Closed	-$429K	–	2816
2013 Q4	$429K	Buy	+38,093	New	+$437K	﹤0.01%	1639

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

RCM

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

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

KIM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

SG Americas Securities's WIW Position: Q3 2018 in Review

SG Americas Securities sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2018, closing a stake of 10,824 shares — an estimated $121K sold.

SG Americas Securities first reported a position in WIW in Q4 2013 and held it in 9 quarters. The position peaked at $614K in Q1 2016. 78 funds tracked by Wall St. Rank hold WIW as of Q3 2018.

SG Americas Securities reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2018 after selling out during the quarter.
SG Americas Securities sold 10,824 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2018, an estimated $121K.
SG Americas Securities first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 9 quarters.
SG Americas Securities's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $614K in Q1 2016.
78 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2018.

Based on SG Americas Securities's 13F filing for Q3 2018, filed 6 Nov 2018.