Commonwealth Equity Services
WIW

Commonwealth Equity Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Commonwealth Equity Services’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
2024
Q3 		– Sell
-11,680
Closed -$99K – 4193
2024
Q2 		$99K Sell
11,680
-8,673
-43% -$74K ﹤0.01% 3814
2024
Q1 		$176K Buy
20,353
+7,931
+64% +$68.1K ﹤0.01% 3671
2023
Q4 		$108K Sell
12,422
-2,775
-18% -$23.4K ﹤0.01% 3658
2023
Q3 		$125K Sell
15,197
-93
-0.6% -$813 ﹤0.01% 3525
2023
Q2 		$135K Buy
15,290
+414
+3% +$3.76K ﹤0.01% 3516
2023
Q1 		$136 Buy
14,876
+496
+3% +$4.62K ﹤0.01% 3432
2022
Q4 		$131K Sell
14,380
-5,766
-29% -$53.9K ﹤0.01% 3359
2022
Q3 		$182K Sell
20,146
-16,335
-45% -$168K ﹤0.01% 3215
2022
Q2 		$384K Sell
36,481
-23,814
-39% -$261K ﹤0.01% 2618
2022
Q1 		$724K Sell
60,295
-60,373
-50% -$748K ﹤0.01% 2238
2021
Q4 		$1.64M Buy
120,668
+107,530
+818% +$1.45M ﹤0.01% 1632
2021
Q3 		$174K Sell
13,138
-1,497
-10% -$19.9K ﹤0.01% 3319
2021
Q2 		$191K Buy
14,635
+143
+1% +$1.82K ﹤0.01% 3284
2021
Q1 		$176K Buy
14,492
+1,026
+8% +$12.6K ﹤0.01% 3163
2020
Q4 		$167K Sell
13,466
-2,373
-15% -$27.8K ﹤0.01% 2969
2020
Q3 		$178K Buy
15,839
+28
+0.2% +$318 ﹤0.01% 2763
2020
Q2 		$173K Buy
15,811
+1,732
+12% +$18.2K ﹤0.01% 2657
2020
Q1 		$134K Sell
14,079
-9,592
-41% -$107K ﹤0.01% 2519
2019
Q4 		$273K Sell
23,671
-45
-0.2% -$503 ﹤0.01% 2390
2019
Q3 		$262K Sell
23,716
-1,506
-6% -$16.8K ﹤0.01% 2357
2019
Q2 		$282K Sell
25,222
-2,106
-8% -$22.9K ﹤0.01% 2244
2019
Q1 		$293K Buy
27,328
+3,427
+14% +$36.2K ﹤0.01% 2171
2018
Q4 		$242K Sell
23,901
-658
-3% -$6.82K ﹤0.01% 2184
2018
Q3 		$266K Sell
24,559
-1,950
-7% -$21.5K ﹤0.01% 2273
2018
Q2 		$296K Buy
26,509
+127
+0.5% +$1.42K ﹤0.01% 2138
2018
Q1 		$298K Sell
26,382
-4,043
-13% -$46.3K ﹤0.01% 2070
2017
Q4 		$347K Buy
30,425
+19,574
+180% +$221K ﹤0.01% 1942
2017
Q3 		$122K Buy
+10,851
New +$121K ﹤0.01% 2396
2015
Q4 		– Sell
-13,063
Closed -$136K – 2240
2015
Q3 		$136K Buy
13,063
+65
+0.5% +$704 ﹤0.01% 1929
2015
Q2 		$145K Sell
12,998
-4,292
-25% -$48.7K ﹤0.01% 2012
2015
Q1 		$196K Buy
17,290
+60
+0.3% +$681 ﹤0.01% 1933
2014
Q4 		$195K Sell
17,230
-741
-4% -$8.49K ﹤0.01% 1856
2014
Q3 		$208K Sell
17,971
-4,353
-19% -$52.4K ﹤0.01% 1806
2014
Q2 		$275K Buy
22,324
+65
+0.3% +$781 ﹤0.01% 1614
2014
Q1 		$259K Buy
22,259
+68
+0.3% +$787 ﹤0.01% 1582
2013
Q4 		$250K Sell
22,191
-2,024
-8% -$23.2K ﹤0.01% 1574
2013
Q3 		$281K Buy
24,215
+4,084
+20% +$47.7K ﹤0.01% 1415
2013
Q2 		$239K Buy
+20,131
New +$258K ﹤0.01% 1460

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services's WIW Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2024, closing a stake of 11,680 shares — an estimated $99K sold.

Commonwealth Equity Services first reported a position in WIW in Q2 2013 and held it in 38 quarters. The position peaked at $1.64M in Q4 2021. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,680 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2024, an estimated $99K.
  • Commonwealth Equity Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 38 quarters.
  • Commonwealth Equity Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.64M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.