S
WIW

SignatureFD’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

SignatureFD’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
Q3 		– Sell
-977
Closed -$11K – 1379
2015
Q2 		$11K Sell
977
-1,520
-61% -$17.3K ﹤0.01% 607
2015
Q1 		$28K Buy
+2,497
New +$28.3K 0.01% 379

Other funds holding WIW

Wells Fargo
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SignatureFD's WIW Position: Q3 2015 in Review

SignatureFD sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2015, closing a stake of 977 shares — an estimated $11K sold.

SignatureFD first reported a position in WIW in Q1 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2015. 69 funds tracked by Wall St. Rank hold WIW as of Q3 2015.

  • SignatureFD reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2015 after selling out during the quarter.
  • SignatureFD sold 977 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2015, an estimated $11K.
  • SignatureFD first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2015 and held it in 2 quarters.
  • SignatureFD's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $28K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2015.

Based on SignatureFD's 13F filing for Q3 2015, filed 23 Oct 2015.