MCA
WIW

Magnolia Capital Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Magnolia Capital Advisors’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
Q2 		– Sell
-431,235
Closed -$5.18M – 196
2022
Q1 		$5.18M Buy
+431,235
New +$5.34M 2.03% 9

Other funds holding WIW

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Magnolia Capital Advisors's WIW Position: Q2 2022 in Review

Magnolia Capital Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2022, closing a stake of 431,235 shares — an estimated $5.18M sold.

Magnolia Capital Advisors first reported a position in WIW in Q1 2022 and held it in 1 quarter. The position peaked at $5.18M in Q1 2022. 92 funds tracked by Wall St. Rank hold WIW as of Q2 2022.

  • Magnolia Capital Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2022 after selling out during the quarter.
  • Magnolia Capital Advisors sold 431,235 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2022, an estimated $5.18M.
  • Magnolia Capital Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2022 and held it in 1 quarter.
  • Magnolia Capital Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5.18M in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2022.

Based on Magnolia Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.