RWML
WIW

RAFFA WEALTH MANAGEMENT, LLC’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-2,591
Closed -$34K – 1134
2021
Q2 		$34K Buy
+2,591
New +$33K 0.01% 161

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PPA
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BL
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COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WIW Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2021, closing a stake of 2,591 shares — an estimated $34K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WIW in Q2 2021 and held it in 1 quarter. The position peaked at $34K in Q2 2021. 87 funds tracked by Wall St. Rank hold WIW as of Q3 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,591 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2021, an estimated $34K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2021 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $34K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.