MIG
WIW

Mariner Investment Group’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Mariner Investment Group’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
Q1 		– Sell
-121,719
Closed -$1.11M – 56
2022
Q4 		$1.11M Buy
121,719
+89,439
+277% +$837K 3.25% 4
2022
Q3 		$293K Buy
32,280
+11,280
+54% +$116K 0.33% 82
2022
Q2 		$221K Buy
+21,000
New +$230K 0.23% 94
2021
Q2 		– Sell
-117,112
Closed -$1.42M – 136
2021
Q1 		$1.42M Sell
117,112
-104,088
-47% -$1.28M 3.49% 6
2020
Q4 		$2.75M Buy
221,200
+26,200
+13% +$307K 5.57% 2
2020
Q3 		$2.19M Buy
195,000
+86,269
+79% +$981K 6.07% 5
2020
Q2 		$1.19M Buy
108,731
+38,731
+55% +$407K 4.3% 7
2020
Q1 		$669K Buy
+70,000
New +$780K 2.28% 16
2017
Q4 		– Sell
-35,187
Closed -$397K – 107
2017
Q3 		$397K Hold
35,187
– – 0.25% 35
2017
Q2 		$388K Hold
35,187
– – 0.21% 33
2017
Q1 		$393K Sell
35,187
-28,757
-45% -$321K 0.23% 47
2016
Q4 		$712K Sell
63,944
-2,446
-4% -$27K 0.38% 46
2016
Q3 		$743K Sell
66,390
-66,395
-50% -$742K 0.38% 45
2016
Q2 		$1.48M Sell
132,785
-11,623
-8% -$128K 0.5% 54
2016
Q1 		$1.6M Sell
144,408
-7,300
-5% -$75.7K 0.44% 69
2015
Q4 		$1.56M Hold
151,708
– – 0.35% 92
2015
Q3 		$1.58M Sell
151,708
-44,215
-23% -$479K 0.32% 89
2015
Q2 		$2.19M Sell
195,923
-110,476
-36% -$1.25M 0.56% 68
2015
Q1 		$3.48M Sell
306,399
-6,900
-2% -$78.3K 0.93% 35
2014
Q4 		$3.54M Sell
313,299
-175,564
-36% -$2.01M 0.6% 47
2014
Q3 		$5.67M Buy
488,863
+114,495
+31% +$1.38M 1.17% 17
2014
Q2 		$4.61M Buy
374,368
+219,239
+141% +$2.63M 0.89% 25
2014
Q1 		$1.8M Buy
+155,129
New +$1.79M 0.4% 61

Other funds holding WIW

Morgan Stanley
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Mariner Investment Group's WIW Position: Q1 2023 in Review

Mariner Investment Group sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2023, closing a stake of 121,719 shares — an estimated $1.11M sold.

Mariner Investment Group first reported a position in WIW in Q1 2014 and held it in 23 quarters. The position peaked at $5.67M in Q3 2014. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2023.

  • Mariner Investment Group reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Mariner Investment Group sold 121,719 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2023, an estimated $1.11M.
  • Mariner Investment Group first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2014 and held it in 23 quarters.
  • Mariner Investment Group's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $5.67M in Q3 2014.
  • 90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.