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

Whitener Capital 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
2019 Q4	–	Sell	-600	Closed	-$6K	–	434
2019 Q3	$6K	Hold	600	–	–	﹤0.01%	395
2019 Q2	$6K	Hold	600	–	–	﹤0.01%	389
2019 Q1	$6K	Hold	600	–	–	﹤0.01%	376
2018 Q4	$6K	Hold	600	–	–	﹤0.01%	355
2018 Q3	$6K	Buy	+600	New	+$6.6K	﹤0.01%	371
2018 Q2	–	Sell	-600	Closed	-$6K	–	406
2018 Q1	$6K	Hold	600	–	–	﹤0.01%	381
2017 Q4	$6K	Buy	+600	New	+$6.77K	0.01%	360

Other funds holding WIW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

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

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

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

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

KIM

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

Whitener Capital Management's WIW Position: Q4 2019 in Review

Whitener Capital Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2019, closing a stake of 600 shares — an estimated $6K sold.

Whitener Capital Management first reported a position in WIW in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 88 funds tracked by Wall St. Rank hold WIW as of Q4 2019.

Whitener Capital Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 600 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2019, an estimated $6K.
Whitener Capital Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $6K in Q3 2019.
88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.