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

Sheaff Brock Investment 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
2022 Q4	–	Sell	-18,500	Closed	-$168K	–	534
2022 Q3	$168K	Hold	18,500	–	–	0.02%	430
2022 Q2	$195K	Hold	18,500	–	–	0.02%	429
2022 Q1	$222K	Hold	18,500	–	–	0.02%	448
2021 Q4	$251K	Hold	18,500	–	–	0.02%	428
2021 Q3	$246K	Buy	18,500 +1,000	+6%	+$13.3K	0.02%	436
2021 Q2	$229K	Hold	17,500	–	–	0.02%	433
2021 Q1	$213K	Hold	17,500	–	–	0.02%	427
2020 Q4	$217K	Buy	17,500 +7,500	+75%	+$87.8K	0.02%	409
2020 Q3	$112K	Buy	+10,000	New	+$114K	0.01%	426

Other funds holding WIW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Sheaff Brock Investment Advisors's WIW Position: Q4 2022 in Review

Sheaff Brock Investment Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2022, closing a stake of 18,500 shares — an estimated $168K sold.

Sheaff Brock Investment Advisors first reported a position in WIW in Q3 2020 and held it in 9 quarters. The position peaked at $251K in Q4 2021. 91 funds tracked by Wall St. Rank hold WIW as of Q4 2022.

Sheaff Brock Investment Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 18,500 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2022, an estimated $168K.
Sheaff Brock Investment Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2020 and held it in 9 quarters.
Sheaff Brock Investment Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $251K in Q4 2021.
91 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.