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

WFG 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
2017 Q2	$63K	Buy	+5,737	New	+$63.6K	0.01%	646
2016 Q2	–	Sell	-104	Closed	-$1K	–	1707
2016 Q1	$1K	Sell	104 -821	-89%	-$8.52K	﹤0.01%	1465
2015 Q4	$10K	Sell	925 -4,579	-83%	-$47.6K	﹤0.01%	1088
2015 Q3	$57K	Buy	5,504 +15	+0.3%	+$162	0.02%	606
2015 Q2	$61K	Sell	5,489 -587	-10%	-$6.66K	0.02%	670
2015 Q1	$69K	Sell	6,076 -987	-14%	-$11.2K	0.02%	646
2014 Q4	$80K	Buy	7,063 +153	+2%	+$1.75K	0.02%	713
2014 Q3	$80K	Buy	6,910 +517	+8%	+$6.22K	0.02%	737
2014 Q2	$79K	Sell	6,393 -166	-3%	-$1.99K	0.01%	744
2014 Q1	$76K	Buy	6,559 +3,348	+104%	+$38.7K	0.02%	741
2013 Q4	$36K	Buy	3,211 +16	+0.5%	+$184	0.01%	1123
2013 Q3	$37K	Sell	3,195 -48,491	-94%	-$566K	0.01%	1045
2013 Q2	$612K	Buy	+51,686	New	+$662K	0.1%	230

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

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

WFG Advisors's WIW Position: Q2 2017 in Review

WFG Advisors opened a new position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2017: 5,737 shares worth $63K. The stake represents 0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: WFG Advisors previously reported a position in WIW as recently as Q1 2016.

WFG Advisors first reported a position in WIW in Q2 2013 and has held it in 13 quarters since. The position peaked at $612K in Q2 2013. 73 funds tracked by Wall St. Rank hold WIW as of Q2 2017.

WFG Advisors held 5,737 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $63K as of Q2 2017.
Western Asset Inflation-Linked Opportunities & Income Fund was a new WFG Advisors position in Q2 2017.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #646 holding.
WFG Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $612K in Q2 2013.
73 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.