6 Meridian’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

6 Meridian’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
2021 Q4	$1.22M	Buy	89,841 +4,595	+5%	+$62.1K	0.09%	112
2021 Q3	$1.13M	Sell	85,246 -19,030	-18%	-$253K	0.09%	116
2021 Q2	$1.37M	Sell	104,276 -18,423	-15%	-$235K	0.11%	113
2021 Q1	$1.49M	Buy	122,699 +20,721	+20%	+$255K	0.13%	102
2020 Q4	$1.27M	Sell	101,978 -10,770	-10%	-$126K	0.12%	111
2020 Q3	$1.27M	Buy	+112,748	New	+$1.28M	0.13%	106
2020 Q1	–	Sell	-83,501	Closed	-$964K	–	563
2019 Q4	$964K	Buy	83,501 +9,734	+13%	+$109K	0.08%	127
2019 Q3	$817K	Sell	73,767 -2,788	-4%	-$31.2K	0.08%	139
2019 Q2	$857K	Sell	76,555 -12,037	-14%	-$131K	0.09%	126
2019 Q1	$951K	Buy	+88,592	New	+$936K	0.1%	116
2018 Q3	–	Sell	-70,743	Closed	-$789K	–	522
2018 Q2	$789K	Buy	+70,743	New	+$793K	0.08%	137
2018 Q1	–	Sell	-81,904	Closed	-$935K	–	505
2017 Q4	$935K	Buy	+81,904	New	+$924K	0.11%	112

Other funds holding WIW

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

COLIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

6 Meridian's WIW Position: Q4 2021 in Review

6 Meridian increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 5.4% in Q4 2021, buying an estimated $62.1K and bringing the position to 89,841 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #112.

6 Meridian first reported a position in WIW in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.49M in Q1 2021. 89 funds tracked by Wall St. Rank hold WIW as of Q4 2021.

6 Meridian held 89,841 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $1.22M as of Q4 2021.
6 Meridian bought 4,595 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2021, an estimated $62.1K.
Western Asset Inflation-Linked Opportunities & Income Fund made up 0.09% of 6 Meridian's portfolio in Q4 2021, its #112 holding.
6 Meridian first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and has held it in 12 quarters since.
6 Meridian's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.49M in Q1 2021.
89 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.