Sharkey, Howes & Javer’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Sharkey, Howes & Javer’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
2017 Q2	–	Sell	-3,900	Closed	-$44K	–	231
2017 Q1	$44K	Hold	3,900	–	–	0.02%	97
2016 Q4	$43K	Hold	3,900	–	–	0.03%	100
2016 Q3	$44K	Hold	3,900	–	–	0.03%	96
2016 Q2	$43K	Hold	3,900	–	–	0.03%	98
2016 Q1	$43K	Hold	3,900	–	–	0.03%	98
2015 Q4	$40K	Hold	3,900	–	–	0.03%	112
2015 Q3	$41K	Hold	3,900	–	–	0.03%	108
2015 Q2	$44K	Buy	3,900 +2,150	+123%	+$24.4K	0.03%	83
2015 Q1	$20K	Buy	+1,750	New	+$19.9K	0.01%	155

Other funds holding WIW

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

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

Bank of America

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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

HighTower Advisors

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