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

Threshold Group’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
2017 Q3	$259K	Hold	23,000	–	–	0.21%	42
2017 Q2	$253K	Hold	23,000	–	–	0.22%	35
2017 Q1	$257K	Hold	23,000	–	–	0.25%	31
2016 Q4	$256K	Hold	23,000	–	–	0.22%	34
2016 Q3	$257K	Hold	23,000	–	–	0.25%	36
2016 Q2	$256K	Hold	23,000	–	–	0.26%	36
2016 Q1	$254K	Buy	+23,000	New	+$239K	0.35%	26

Other funds holding WIW

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

RCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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

SFPIA

Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Threshold Group's WIW Position: Q3 2017 in Review

Threshold Group held its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) position steady in Q3 2017 at 23,000 shares worth $259K. The position accounts for 0.21% of the portfolio, ranked #42.

Threshold Group first reported a position in WIW in Q1 2016 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold WIW as of Q3 2017.

Threshold Group held 23,000 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $259K as of Q3 2017.
Threshold Group left its Western Asset Inflation-Linked Opportunities & Income Fund share count unchanged in Q3 2017.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.21% of Threshold Group's portfolio in Q3 2017, its #42 holding.
Threshold Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2016 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.