Creative Financial Designs’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Creative Financial Designs’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	-832	Closed	-$7.61K	–	1519
2023 Q1	$7.61K	Buy	832 +22	+3%	+$205	﹤0.01%	1022
2022 Q4	$7.4K	Buy	810 +30	+4%	+$281	﹤0.01%	954
2022 Q3	$7K	Buy	780 +20	+3%	+$206	﹤0.01%	979
2022 Q2	$8K	Buy	760 +18	+2%	+$197	﹤0.01%	924
2022 Q1	$9K	Sell	742 -3,029	-80%	-$37.5K	﹤0.01%	938
2021 Q4	$51K	Buy	+3,771	New	+$51K	0.01%	567

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

Creative Financial Designs's WIW Position: Q2 2023 in Review

Creative Financial Designs sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2023, closing a stake of 832 shares — an estimated $7.61K sold.

Creative Financial Designs first reported a position in WIW in Q4 2021 and held it in 6 quarters. The position peaked at $51K in Q4 2021. 83 funds tracked by Wall St. Rank hold WIW as of Q2 2023.

Creative Financial Designs reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 832 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2023, an estimated $7.61K.
Creative Financial Designs first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2021 and held it in 6 quarters.
Creative Financial Designs's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $51K in Q4 2021.
83 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.