Cerity Partners
WIW

Cerity Partners’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Cerity Partners’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 		– Sell
-18,550
Closed -$247K – 1049
2021
Q3 		$247K Sell
18,550
-4,000
-18% -$53.2K 0.01% 607
2021
Q2 		$296K Hold
22,550
– – 0.01% 584
2021
Q1 		$274K Buy
+22,550
New +$277K 0.01% 573

Other funds holding WIW

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Allspring Global Investments
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's WIW Position: Q4 2021 in Review

Cerity Partners sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2021, closing a stake of 18,550 shares — an estimated $247K sold.

Cerity Partners first reported a position in WIW in Q1 2021 and held it in 3 quarters. The position peaked at $296K in Q2 2021. 89 funds tracked by Wall St. Rank hold WIW as of Q4 2021.

  • Cerity Partners reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Cerity Partners sold 18,550 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2021, an estimated $247K.
  • Cerity Partners first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2021 and held it in 3 quarters.
  • Cerity Partners's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $296K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2021.

Based on Cerity Partners's 13F filing for Q4 2021, filed 14 Feb 2022.