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

Quadrant Private 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
2021 Q3	–	Sell	-12,900	Closed	-$169K	–	200
2021 Q2	$169K	Hold	12,900	–	–	0.07%	188
2021 Q1	$157K	Hold	12,900	–	–	0.07%	187
2020 Q4	$160K	Hold	12,900	–	–	0.07%	180
2020 Q3	$145K	Hold	12,900	–	–	0.07%	170
2020 Q2	$141K	Hold	12,900	–	–	0.08%	175
2020 Q1	$123K	Hold	12,900	–	–	0.1%	144
2019 Q4	$149K	Hold	12,900	–	–	0.13%	109
2019 Q3	$143K	Buy	+12,900	New	+$144K	0.13%	108

Other funds holding WIW

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

RCM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

COLIM

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

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

Quadrant Private Wealth Management's WIW Position: Q3 2021 in Review

Quadrant Private Wealth Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2021, closing a stake of 12,900 shares — an estimated $169K sold.

Quadrant Private Wealth Management first reported a position in WIW in Q3 2019 and held it in 8 quarters. The position peaked at $169K in Q2 2021. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2021.

Quadrant Private Wealth Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2021 after selling out during the quarter.
Quadrant Private Wealth Management sold 12,900 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2021, an estimated $169K.
Quadrant Private Wealth Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2019 and held it in 8 quarters.
Quadrant Private Wealth Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $169K in Q2 2021.
87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2021.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.