Tarbox Family Office’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Tarbox Family Office’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	-2,778	Closed	-$32K	–	575
2015 Q1	$32K	Hold	2,778	–	–	0.03%	124
2014 Q4	$31K	Hold	2,778	–	–	0.03%	124
2014 Q3	$32K	Hold	2,778	–	–	0.03%	125
2014 Q2	$34K	Hold	2,778	–	–	0.03%	123
2014 Q1	$32K	Buy	2,778 +500	+22%	+$5.78K	0.03%	137
2013 Q4	$31K	Buy	+2,278	New	+$26.2K	0.03%	162

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

Tarbox Family Office's WIW Position: Q2 2015 in Review

Tarbox Family Office sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2015, closing a stake of 2,778 shares — an estimated $32K sold.

Tarbox Family Office first reported a position in WIW in Q4 2013 and held it in 6 quarters. The position peaked at $34K in Q2 2014. 67 funds tracked by Wall St. Rank hold WIW as of Q2 2015.

Tarbox Family Office reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2015 after selling out during the quarter.
Tarbox Family Office sold 2,778 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2015, an estimated $32K.
Tarbox Family Office first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 6 quarters.
Tarbox Family Office's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $34K in Q2 2014.
67 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2015.

Based on Tarbox Family Office's 13F filing for Q2 2015, filed 16 Jul 2015.