KB
WIW

Kimelman & Baird’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Kimelman & Baird’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
2024
Q3 		– Sell
-3,200
Closed -$27.2K – 372
2024
Q2 		$27.2K Buy
+3,200
New +$27.3K ﹤0.01% 231

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kimelman & Baird's WIW Position: Q3 2024 in Review

Kimelman & Baird sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2024, closing a stake of 3,200 shares — an estimated $27.2K sold.

Kimelman & Baird first reported a position in WIW in Q2 2024 and held it in 1 quarter. The position peaked at $27.2K in Q2 2024. 95 funds tracked by Wall St. Rank hold WIW as of Q3 2024.

  • Kimelman & Baird reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Kimelman & Baird sold 3,200 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2024, an estimated $27.2K.
  • Kimelman & Baird first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2024 and held it in 1 quarter.
  • Kimelman & Baird's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $27.2K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2024.

Based on Kimelman & Baird's 13F filing for Q3 2024, filed 15 Nov 2024.