Winslow Evans & Crocker’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Winslow Evans & Crocker’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
2020 Q2	–	Sell	-500	Closed	-$6K	–	1179
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	848
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	961
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	946
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	961
2019 Q1	$6K	Hold	500	–	–	﹤0.01%	966
2018 Q4	$6K	Hold	500	–	–	﹤0.01%	902
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	924
2018 Q2	$6K	Sell	500 -500	-50%	-$5.6K	﹤0.01%	928
2018 Q1	$11.3K	Hold	1,000	–	–	﹤0.01%	758
2017 Q4	$11.4K	Hold	1,000	–	–	﹤0.01%	782
2017 Q3	$11.3K	Hold	1,000	–	–	﹤0.01%	797
2017 Q2	$11K	Hold	1,000	–	–	﹤0.01%	893
2017 Q1	$11.2K	Hold	1,000	–	–	﹤0.01%	867
2016 Q4	$11.1K	Hold	1,000	–	–	﹤0.01%	856
2016 Q3	$11.2K	Hold	1,000	–	–	﹤0.01%	874
2016 Q2	$11.1K	Hold	1,000	–	–	﹤0.01%	847
2016 Q1	$11.1K	Hold	1,000	–	–	﹤0.01%	853
2015 Q4	$10.3K	Hold	1,000	–	–	﹤0.01%	901
2015 Q3	$10.4K	Hold	1,000	–	–	﹤0.01%	880
2015 Q2	$11.2K	Hold	1,000	–	–	﹤0.01%	906
2015 Q1	$11.3K	Hold	1,000	–	–	﹤0.01%	857
2014 Q4	$11.3K	Hold	1,000	–	–	﹤0.01%	856
2014 Q3	$11.6K	Hold	1,000	–	–	﹤0.01%	865
2014 Q2	$12.3K	Hold	1,000	–	–	﹤0.01%	802
2014 Q1	$11.6K	Hold	1,000	–	–	﹤0.01%	808
2013 Q4	$11K	Buy	+1,000	New	+$11.5K	﹤0.01%	885

Other funds holding WIW

RCM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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 $1.06B AUM 26.05% 1-Year Est. Return

Winslow Evans & Crocker's WIW Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2020, closing a stake of 500 shares — an estimated $6K sold.

Winslow Evans & Crocker first reported a position in WIW in Q4 2013 and held it in 26 quarters. The position peaked at $12.3K in Q2 2014. 80 funds tracked by Wall St. Rank hold WIW as of Q2 2020.

Winslow Evans & Crocker reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2020, an estimated $6K.
Winslow Evans & Crocker first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and held it in 26 quarters.
Winslow Evans & Crocker's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $12.3K in Q2 2014.
80 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.