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

Chicago Partners Investment Group’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
2023 Q2	–	Sell	-18,849	Closed	-$172K	–	718
2023 Q1	$172K	Hold	18,849	–	–	0.01%	628
2022 Q4	$178K	Hold	18,849	–	–	0.01%	603
2022 Q3	$174K	Hold	18,849	–	–	0.01%	547
2022 Q2	$204K	Buy	18,849 +82	+0.4%	+$900	0.01%	544
2022 Q1	$199K	Buy	+18,767	New	+$233K	0.02%	525

Other funds holding WIW

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

RCM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Chicago Partners Investment Group's WIW Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2023, closing a stake of 18,849 shares — an estimated $172K sold.

Chicago Partners Investment Group first reported a position in WIW in Q1 2022 and held it in 5 quarters. The position peaked at $204K in Q2 2022. 83 funds tracked by Wall St. Rank hold WIW as of Q2 2023.

Chicago Partners Investment Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2023 after selling out during the quarter.
Chicago Partners Investment Group sold 18,849 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2023, an estimated $172K.
Chicago Partners Investment Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2022 and held it in 5 quarters.
Chicago Partners Investment Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $204K in Q2 2022.
83 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.