Steel Grove Capital Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Steel Grove Capital Advisors’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	-13,501	Closed	-$153K	–	209
2015 Q1	$153K	Buy	+13,501	New	+$153K	0.03%	150

Other funds holding WIW

1CP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 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

Steel Grove Capital Advisors's WIW Position: Q2 2015 in Review

Steel Grove Capital Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2015, closing a stake of 13,501 shares — an estimated $153K sold.

Steel Grove Capital Advisors first reported a position in WIW in Q1 2015 and held it in 1 quarter. The position peaked at $153K in Q1 2015. 67 funds tracked by Wall St. Rank hold WIW as of Q2 2015.

Steel Grove Capital Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2015 after selling out during the quarter.
Steel Grove Capital Advisors sold 13,501 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2015, an estimated $153K.
Steel Grove Capital Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2015 and held it in 1 quarter.
Steel Grove Capital Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $153K in Q1 2015.
67 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2015.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.