Sigma Planning Corp’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-11,028	Closed	-$125K	–	777
2015 Q1	$125K	Buy	11,028 +392	+4%	+$4.45K	0.02%	698
2014 Q4	$120K	Buy	+10,636	New	+$122K	0.02%	675

Other funds holding WIW

1CP

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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

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

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

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

RCM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Sigma Planning Corp's WIW Position: Q2 2015 in Review

Sigma Planning Corp sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2015, closing a stake of 11,028 shares — an estimated $125K sold.

Sigma Planning Corp first reported a position in WIW in Q4 2014 and held it in 2 quarters. The position peaked at $125K in Q1 2015. 67 funds tracked by Wall St. Rank hold WIW as of Q2 2015.

Sigma Planning Corp reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2015 after selling out during the quarter.
Sigma Planning Corp sold 11,028 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2015, an estimated $125K.
Sigma Planning Corp first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2014 and held it in 2 quarters.
Sigma Planning Corp's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $125K in Q1 2015.
67 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2015.

Based on Sigma Planning Corp's 13F filing for Q2 2015, filed 14 Jul 2015.