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 $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

FIMG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sharkey, Howes & Javer's WIW Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2017, closing a stake of 3,900 shares — an estimated $44K sold.

Sharkey, Howes & Javer first reported a position in WIW in Q1 2015 and held it in 9 quarters. The position peaked at $44K in Q1 2017. 73 funds tracked by Wall St. Rank hold WIW as of Q2 2017.

Sharkey, Howes & Javer reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2017 after selling out during the quarter.
Sharkey, Howes & Javer sold 3,900 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2017, an estimated $44K.
Sharkey, Howes & Javer first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2015 and held it in 9 quarters.
Sharkey, Howes & Javer's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $44K in Q1 2017.
73 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.