Coombe, Bender & Co’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Coombe, Bender & Co’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	-10,000	Closed	-$91.5K	–	82
2023 Q1	$91.5K	Buy	+10,000	New	+$93.1K	0.07%	82
2022 Q4	–	Sell	-10,000	Closed	-$91K	–	84
2022 Q3	$91K	Hold	10,000	–	–	0.08%	76
2022 Q2	$105K	Buy	+10,000	New	+$110K	0.09%	75

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Coombe, Bender & Co's WIW Position: Q2 2023 in Review

Coombe, Bender & Co sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2023, closing a stake of 10,000 shares — an estimated $91.5K sold.

Coombe, Bender & Co first reported a position in WIW in Q2 2022 and held it in 3 quarters. The position peaked at $105K in Q2 2022. 83 funds tracked by Wall St. Rank hold WIW as of Q2 2023.

Coombe, Bender & Co reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2023 after selling out during the quarter.
Coombe, Bender & Co sold 10,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2023, an estimated $91.5K.
Coombe, Bender & Co first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2022 and held it in 3 quarters.
Coombe, Bender & Co's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $105K in Q2 2022.
83 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2023.

Based on Coombe, Bender & Co's 13F filing for Q2 2023, filed 18 Aug 2023.