Gradient Investments’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Gradient Investments’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
2022 Q3	–	Sell	-375	Closed	-$4K	–	1556
2022 Q2	$4K	Hold	375	–	–	﹤0.01%	954
2022 Q1	$5K	Hold	375	–	–	﹤0.01%	904
2021 Q4	$5K	Hold	375	–	–	﹤0.01%	953
2021 Q3	$5K	Hold	375	–	–	﹤0.01%	896
2021 Q2	$5K	Hold	375	–	–	﹤0.01%	892
2021 Q1	$5K	Hold	375	–	–	﹤0.01%	900
2020 Q4	$4K	Hold	375	–	–	﹤0.01%	865
2020 Q3	$4K	Hold	375	–	–	﹤0.01%	871
2020 Q2	$4K	Hold	375	–	–	﹤0.01%	804
2020 Q1	$4K	Hold	375	–	–	﹤0.01%	827
2019 Q4	$4K	Hold	375	–	–	﹤0.01%	867
2019 Q3	$4K	Hold	375	–	–	﹤0.01%	848
2019 Q2	$4K	Hold	375	–	–	﹤0.01%	812
2019 Q1	$4K	Hold	375	–	–	﹤0.01%	686
2018 Q4	$4K	Hold	375	–	–	﹤0.01%	760
2018 Q3	$4K	Hold	375	–	–	﹤0.01%	780
2018 Q2	$4K	Sell	375 -6	-2%	-$67	﹤0.01%	756
2018 Q1	$4K	Buy	381 +6	+2%	+$69	﹤0.01%	757
2017 Q4	$4K	Buy	+375	New	+$4.23K	﹤0.01%	733

Other funds holding WIW

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

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

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gradient Investments's WIW Position: Q3 2022 in Review

Gradient Investments sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2022, closing a stake of 375 shares — an estimated $4K sold.

Gradient Investments first reported a position in WIW in Q4 2017 and held it in 19 quarters. The position peaked at $5K in Q1 2022. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2022.

Gradient Investments reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 375 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2022, an estimated $4K.
Gradient Investments first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and held it in 19 quarters.
Gradient Investments's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5K in Q1 2022.
95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.