PVWM
WIW

Point View Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Point View Wealth Management’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 		$2.37M Sell
190,667
-4,254
-2% -$49.8K 0.96% 21
2020
Q3 		$2.19M Hold
194,921
– – 1.04% 19
2020
Q2 		$2.14M Sell
194,921
-2,503
-1% -$26.3K 1.02% 16
2020
Q1 		$1.89M Sell
197,424
-12,184
-6% -$136K 1.03% 20
2019
Q4 		$2.42M Sell
209,608
-6,165
-3% -$68.9K 1% 17
2019
Q3 		$2.39M Sell
215,773
-27,675
-11% -$310K 1.08% 17
2019
Q2 		$2.72M Sell
243,448
-5,659
-2% -$61.5K 1.16% 12
2019
Q1 		$2.67M Sell
249,107
-1,696
-0.7% -$17.9K 1.19% 11
2018
Q4 		$2.55M Sell
250,803
-5,895
-2% -$61.1K 1.28% 8
2018
Q3 		$2.78M Buy
256,698
+1,543
+0.6% +$17K 1.24% 9
2018
Q2 		$2.85M Sell
255,155
-4,095
-2% -$45.9K 1.32% 10
2018
Q1 		$2.94M Sell
259,250
-15,510
-6% -$178K 1.41% 8
2017
Q4 		$3.14M Sell
274,760
-783
-0.3% -$8.84K 1.49% 7
2017
Q3 		$3.11M Sell
275,543
-11,704
-4% -$131K 1.49% 6
2017
Q2 		$3.17M Hold
287,247
– – 1.56% 4
2017
Q1 		$3.21M Buy
287,247
+15,605
+6% +$174K 1.65% 2
2016
Q4 		$3.03M Buy
271,642
+3,641
+1% +$40.3K 1.74% 3
2016
Q3 		$3M Buy
268,001
+12,153
+5% +$136K 1.78% 4
2016
Q2 		$2.84M Buy
255,848
+11,500
+5% +$127K 1.72% 3
2016
Q1 		$2.7M Buy
244,348
+12,945
+6% +$134K 1.74% 4
2015
Q4 		$2.38M Buy
231,403
+11,862
+5% +$123K 1.72% 5
2015
Q3 		$2.28M Buy
219,541
+21,047
+11% +$228K 1.82% 4
2015
Q2 		$2.22M Buy
198,494
+10,068
+5% +$114K 1.72% 5
2015
Q1 		$2.14M Buy
188,426
+5,965
+3% +$67.7K 1.65% 4
2014
Q4 		$2.06M Buy
182,461
+5,216
+3% +$59.8K 1.53% 7
2014
Q3 		$2.05M Buy
177,245
+13,006
+8% +$156K 1.74% 5
2014
Q2 		$2.02M Buy
164,239
+18,493
+13% +$222K 1.75% 4
2014
Q1 		$1.7M Buy
145,746
+20,796
+17% +$241K 1.54% 11
2013
Q4 		$1.41M Buy
+124,950
New +$1.43M 1.34% 17

Other funds holding WIW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Point View Wealth Management's WIW Position: Q4 2020 in Review

Point View Wealth Management reduced its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 2.2% in Q4 2020, selling an estimated $49.8K and leaving 190,667 shares worth $2.37M. The position accounts for 0.96% of the portfolio, ranked #21.

Point View Wealth Management first reported a position in WIW in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.21M in Q1 2017. 92 funds tracked by Wall St. Rank hold WIW as of Q4 2020.

  • Point View Wealth Management held 190,667 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $2.37M as of Q4 2020.
  • Point View Wealth Management sold 4,254 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2020, an estimated $49.8K.
  • Western Asset Inflation-Linked Opportunities & Income Fund made up 0.96% of Point View Wealth Management's portfolio in Q4 2020, its #21 holding.
  • Point View Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $3.21M in Q1 2017.
  • 92 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.