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

Torch Wealth Management’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 Q1	–	Sell	-11,334	Closed	-$126K	–	99
2016 Q4	$126K	Buy	11,334 +3	+0%	+$33	0.09%	94
2016 Q3	$127K	Buy	+11,331	New	+$127K	0.09%	94
2016 Q2	–	Sell	-17,325	Closed	-$192K	–	101
2016 Q1	$192K	Buy	17,325 +3	+0%	+$31	0.14%	91
2015 Q4	$178K	Sell	17,322 -1,496	-8%	-$15.6K	0.13%	96
2015 Q3	$196K	Buy	18,818 +2	+0%	+$22	0.15%	96
2015 Q2	$211K	Buy	+18,816	New	+$214K	0.15%	98
2014 Q4	–	Sell	-16,607	Closed	-$192K	–	103
2014 Q3	$192K	Sell	16,607 -5,998	-27%	-$72.2K	0.14%	95
2014 Q2	$278K	Sell	22,605 -797	-3%	-$9.57K	0.19%	83
2014 Q1	$272K	Sell	23,402 -2,398	-9%	-$27.7K	0.2%	81
2013 Q4	$291K	Buy	+25,800	New	+$296K	0.22%	79

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SIA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Torch Wealth Management's WIW Position: Q1 2017 in Review

Torch Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2017, closing a stake of 11,334 shares — an estimated $126K sold.

Torch Wealth Management first reported a position in WIW in Q4 2013 and held it in 10 quarters. The position peaked at $291K in Q4 2013. 77 funds tracked by Wall St. Rank hold WIW as of Q1 2017.

Torch Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2017 after selling out during the quarter.
Torch Wealth Management sold 11,334 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2017, an estimated $126K.
Torch Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 10 quarters.
Torch Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $291K in Q4 2013.
77 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2017.

Based on Torch Wealth Management's 13F filing for Q1 2017, filed 17 Apr 2017.