TWA
WIW

TCI Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

TCI Wealth 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
2013
Q4 		– Sell
-600
Closed -$7K – 892
2013
Q3 		$7K Hold
600
– – 0.01% 439
2013
Q2 		$7K Buy
+600
New +$7.69K 0.01% 418

Other funds holding WIW

Wells Fargo
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCI Wealth Advisors's WIW Position: Q4 2013 in Review

TCI Wealth Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2013, closing a stake of 600 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in WIW in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 71 funds tracked by Wall St. Rank hold WIW as of Q4 2013.

  • TCI Wealth Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 600 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2013, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 2 quarters.
  • TCI Wealth Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $7K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2013.

Based on TCI Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.