MassMutual Private Wealth & Trust’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

MassMutual Private Wealth & Trust’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
2019 Q4	–	Sell	-1,000	Closed	-$11K	–	915
2019 Q3	$11K	Buy	+1,000	New	+$11.2K	﹤0.01%	579
2018 Q3	–	Sell	-2,000	Closed	-$22.3K	–	1112
2018 Q2	$22.3K	Buy	+2,000	New	+$22.4K	﹤0.01%	486

Other funds holding WIW

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's WIW Position: Q4 2019 in Review

MassMutual Private Wealth & Trust sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2019, closing a stake of 1,000 shares — an estimated $11K sold.

MassMutual Private Wealth & Trust first reported a position in WIW in Q2 2018 and held it in 2 quarters. The position peaked at $22.3K in Q2 2018. 88 funds tracked by Wall St. Rank hold WIW as of Q4 2019.

MassMutual Private Wealth & Trust reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2019 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2019, an estimated $11K.
MassMutual Private Wealth & Trust first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2018 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $22.3K in Q2 2018.
88 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2019, filed 15 May 2020.