WT
WIW

Washington Trust’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Washington Trust’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
Q4 		– Sell
-400
Closed -$5K – 1104
2021
Q3 		$5K Sell
400
-100
-20% -$1.33K ﹤0.01% 872
2021
Q2 		$7K Buy
+500
New +$6.37K ﹤0.01% 833

Other funds holding WIW

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

Washington Trust's WIW Position: Q4 2021 in Review

Washington Trust sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2021, closing a stake of 400 shares — an estimated $5K sold.

Washington Trust first reported a position in WIW in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 89 funds tracked by Wall St. Rank hold WIW as of Q4 2021.

  • Washington Trust reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Washington Trust sold 400 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2021, an estimated $5K.
  • Washington Trust first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2021 and held it in 2 quarters.
  • Washington Trust's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $7K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.