WPW
WIW

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

Waldron Private Wealth’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
-11,078
Closed -$123K – 229
2016
Q4 		$123K Sell
11,078
-7,190
-39% -$79.5K 0.04% 132
2016
Q3 		$204K Buy
+18,268
New +$204K 0.07% 137

Other funds holding WIW

Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Waldron Private Wealth's WIW Position: Q1 2017 in Review

Waldron Private Wealth sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2017, closing a stake of 11,078 shares — an estimated $123K sold.

Waldron Private Wealth first reported a position in WIW in Q3 2016 and held it in 2 quarters. The position peaked at $204K in Q3 2016. 77 funds tracked by Wall St. Rank hold WIW as of Q1 2017.

  • Waldron Private Wealth reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 11,078 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2017, an estimated $123K.
  • Waldron Private Wealth first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2016 and held it in 2 quarters.
  • Waldron Private Wealth's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $204K in Q3 2016.
  • 77 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2017.

Based on Waldron Private Wealth's 13F filing for Q1 2017, filed 24 Apr 2017.