Triad Investment Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Triad Investment 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
2023 Q3	–	Sell	-22,556	Closed	-$200K	–	57
2023 Q2	$200K	Sell	22,556 -19	-0.1%	-$173	0.28%	48
2023 Q1	$207K	Buy	22,575 +1,121	+5%	+$10.4K	0.3%	48
2022 Q4	$196K	Sell	21,454 -3,345	-13%	-$31.3K	0.31%	49
2022 Q3	$225K	Buy	24,799 +679	+3%	+$6.98K	0.39%	44
2022 Q2	$254K	Sell	24,120 -175	-0.7%	-$1.92K	0.38%	50
2022 Q1	$292K	Buy	24,295 +3,352	+16%	+$41.5K	0.28%	51
2021 Q4	$284K	Buy	+20,943	New	+$283K	0.26%	54

Other funds holding WIW

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

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

Triad Investment Management's WIW Position: Q3 2023 in Review

Triad Investment Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2023, closing a stake of 22,556 shares — an estimated $200K sold.

Triad Investment Management first reported a position in WIW in Q4 2021 and held it in 7 quarters. The position peaked at $292K in Q1 2022. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2023.

Triad Investment Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2023 after selling out during the quarter.
Triad Investment Management sold 22,556 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2023, an estimated $200K.
Triad Investment Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2021 and held it in 7 quarters.
Triad Investment Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $292K in Q1 2022.
87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2023.

Based on Triad Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.