SC
WIW

Stolper & Co’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Stolper & Co’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
2023
Q3 		– Sell
-69,898
Closed -$619K – 88
2023
Q2 		$619K Sell
69,898
-1,504
-2% -$13.7K 0.26% 66
2023
Q1 		$653K Buy
71,402
+13,904
+24% +$129K 0.28% 63
2022
Q4 		$525K Sell
57,498
-2,030
-3% -$19K 0.23% 73
2022
Q3 		$540K Buy
59,528
+2,313
+4% +$23.8K 0.27% 71
2022
Q2 		$602K Buy
57,215
+194
+0.3% +$2.13K 0.28% 68
2022
Q1 		$685K Buy
57,021
+5,446
+11% +$67.5K 0.29% 68
2021
Q4 		$700K Buy
51,575
+3,181
+7% +$43K 0.31% 66
2021
Q3 		$643K Buy
48,394
+3,286
+7% +$43.7K 0.31% 67
2021
Q2 		$591K Buy
45,108
+205
+0.5% +$2.61K 0.28% 68
2021
Q1 		$546K Sell
44,903
-606
-1% -$7.45K 0.28% 68
2020
Q4 		$565K Sell
45,509
-839
-2% -$9.82K 0.32% 67
2020
Q3 		$521K Buy
+46,348
New +$527K 0.34% 62
2020
Q2 		– Sell
-45,813
Closed -$438K – 89
2020
Q1 		$438K Buy
+45,813
New +$510K 0.31% 65

Other funds holding WIW

Morgan Stanley
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stolper & Co's WIW Position: Q3 2023 in Review

Stolper & Co sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2023, closing a stake of 69,898 shares — an estimated $619K sold.

Stolper & Co first reported a position in WIW in Q1 2020 and held it in 13 quarters. The position peaked at $700K in Q4 2021. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2023.

  • Stolper & Co reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2023 after selling out during the quarter.
  • Stolper & Co sold 69,898 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2023, an estimated $619K.
  • Stolper & Co first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2020 and held it in 13 quarters.
  • Stolper & Co's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $700K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2023.

Based on Stolper & Co's 13F filing for Q3 2023, filed 10 Oct 2023.