Stevens First Principles Investment Advisors WIW Holdings History
Stevens First Principles Investment Advisors's Western Asset Inflation-Linked Opportunities and Income Fund Holding Summary
As of 2019-06-30, Stevens First Principles Investment Advisors held 852,703.00 shares of Western Asset Inflation-Linked Opportunities and Income Fund(WIW), totaling $9.54 Mil. This investment constitutes 5.64% of their stock portfolio, and Stevens First Principles Investment Advisors now holds 1.39% of the outstanding Western Asset Inflation-Linked Opportunities and Income Fund(WIW) stock.
The initial trade took place in 2017Q1. And since then Stevens First Principles Investment Advisors has made 1 purchases of WIW, at an average price of $10.72, for a total of 1.63 Mil shares. In addition, there have been 5 sales at an average price of $11.00 for 775,823.00 shares. Based on historical transaction data and WIW's current price of $8.75, Stevens First Principles Investment Advisors's estimated gain on his WIW holdings is $-1.47 Mil, reflecting a -8.40% gain to date.
Stevens First Principles Investment Advisors WIW ($8.75) Holding Chart
Stevens First Principles Investment Advisors WIW ($8.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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