Clean Yield Group’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Clean Yield 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 Q3	–	Sell	-2,500	Closed	-$22.1K	–	417
2023 Q2	$22.1K	Hold	2,500	–	–	0.01%	281
2023 Q1	$22.9K	Hold	2,500	–	–	0.01%	280
2022 Q4	$22.8K	Sell	2,500 -1,000	-29%	-$9.35K	0.01%	285
2022 Q3	$32K	Hold	3,500	–	–	0.01%	254
2022 Q2	$37K	Sell	3,500 -2,000	-36%	-$21.9K	0.02%	257
2022 Q1	$66K	Hold	5,500	–	–	0.02%	231
2021 Q4	$75K	Hold	5,500	–	–	0.02%	236
2021 Q3	$73K	Hold	5,500	–	–	0.02%	236
2021 Q2	$72K	Buy	+5,500	New	+$70.1K	0.02%	230
2021 Q1	–	Sell	-5,500	Closed	-$68K	–	380
2020 Q4	$68K	Sell	5,500 -2,000	-27%	-$23.4K	0.02%	223
2020 Q3	$84K	Buy	+7,500	New	+$85.3K	0.03%	183

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clean Yield Group's WIW Position: Q3 2023 in Review

Clean Yield Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2023, closing a stake of 2,500 shares — an estimated $22.1K sold.

Clean Yield Group first reported a position in WIW in Q3 2020 and held it in 11 quarters. The position peaked at $84K in Q3 2020. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2023.

Clean Yield Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 2,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2023, an estimated $22.1K.
Clean Yield Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2020 and held it in 11 quarters.
Clean Yield Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $84K in Q3 2020.
87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.