SFS
WIW

Shaker Financial Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Shaker Financial Services’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
2022
Q4 		– Sell
-25,430
Closed -$231K – 174
2022
Q3 		$231K Buy
+25,430
New +$261K 0.11% 128

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Shaker Financial Services's WIW Position: Q4 2022 in Review

Shaker Financial Services sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2022, closing a stake of 25,430 shares — an estimated $231K sold.

Shaker Financial Services first reported a position in WIW in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 91 funds tracked by Wall St. Rank hold WIW as of Q4 2022.

  • Shaker Financial Services reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2022 after selling out during the quarter.
  • Shaker Financial Services sold 25,430 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2022, an estimated $231K.
  • Shaker Financial Services first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2022 and held it in 1 quarter.
  • Shaker Financial Services's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $231K in Q3 2022.
  • 91 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2022.

Based on Shaker Financial Services's 13F filing for Q4 2022, filed 3 Feb 2023.