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

Berman Capital 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
2021 Q1	–	Sell	-750	Closed	-$9K	–	1931
2020 Q4	$9K	Hold	750	–	–	﹤0.01%	968
2020 Q3	$8K	Hold	750	–	–	﹤0.01%	897
2020 Q2	$8K	Hold	750	–	–	﹤0.01%	851
2020 Q1	$7K	Hold	750	–	–	﹤0.01%	808
2019 Q4	$8K	Hold	750	–	–	﹤0.01%	845
2019 Q3	$8K	Hold	750	–	–	﹤0.01%	805
2019 Q2	$8K	Hold	750	–	–	﹤0.01%	829
2019 Q1	$8K	Hold	750	–	–	﹤0.01%	737
2018 Q4	$7K	Buy	+750	New	+$7.78K	﹤0.01%	613

Other funds holding WIW

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Berman Capital Advisors's WIW Position: Q1 2021 in Review

Berman Capital Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2021, closing a stake of 750 shares — an estimated $9K sold.

Berman Capital Advisors first reported a position in WIW in Q4 2018 and held it in 9 quarters. The position peaked at $9K in Q4 2020. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2021.

Berman Capital Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2021 after selling out during the quarter.
Berman Capital Advisors sold 750 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2021, an estimated $9K.
Berman Capital Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2018 and held it in 9 quarters.
Berman Capital Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $9K in Q4 2020.
90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.