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 $1.66T AUM 25.57% 1-Year Est. Return

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

Allspring Global Investments

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

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

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

HighTower Advisors

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

BFSG LLC Irvine, California $1.05B AUM 26.05% 1-Year Est. Return