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

Parallel 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
2020 Q4	–	Sell	-416	Closed	-$5K	–	2740
2020 Q3	$5K	Hold	416	–	–	﹤0.01%	2054
2020 Q2	$4K	Buy	416 +1	+0.2%	+$11	﹤0.01%	2039
2020 Q1	$3K	Buy	+415	New	+$4.62K	﹤0.01%	2068
2018 Q4	–	Sell	-2,026	Closed	-$22K	–	2307
2018 Q3	$22K	Buy	2,026 +20	+1%	+$220	﹤0.01%	1114
2018 Q2	$22K	Buy	+2,006	New	+$22.5K	﹤0.01%	1022

Other funds holding WIW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 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

COLIM

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Parallel Advisors's WIW Position: Q4 2020 in Review

Parallel Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2020, closing a stake of 416 shares — an estimated $5K sold.

Parallel Advisors first reported a position in WIW in Q2 2018 and held it in 5 quarters. The position peaked at $22K in Q3 2018. 92 funds tracked by Wall St. Rank hold WIW as of Q4 2020.

Parallel Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2020 after selling out during the quarter.
Parallel Advisors sold 416 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2020, an estimated $5K.
Parallel Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2018 and held it in 5 quarters.
Parallel Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $22K in Q3 2018.
92 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2020.

Based on Parallel Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.