CI
WIW

CX Institutional’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

CX Institutional’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
2021
Q1 		– Sell
-1,370
Closed -$17K – 886
2020
Q4 		$17K Buy
+1,370
New +$16K ﹤0.01% 651

Other funds holding WIW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional's WIW Position: Q1 2021 in Review

CX Institutional sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2021, closing a stake of 1,370 shares — an estimated $17K sold.

CX Institutional first reported a position in WIW in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2021.

  • CX Institutional reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2021 after selling out during the quarter.
  • CX Institutional sold 1,370 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2021, an estimated $17K.
  • CX Institutional first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2020 and held it in 1 quarter.
  • CX Institutional's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $17K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2021.

Based on CX Institutional's 13F filing for Q1 2021, filed 15 Apr 2021.