Wealthspire Advisors (Maryland)’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	–	Sell	-23,000	Closed	-$252K	–	552
2020 Q2	$252K	Hold	23,000	–	–	0.02%	373
2020 Q1	$220K	Hold	23,000	–	–	0.02%	367
2019 Q4	$265K	Hold	23,000	–	–	0.02%	408
2019 Q3	$255K	Hold	23,000	–	–	0.02%	378
2019 Q2	$257K	Hold	23,000	–	–	0.02%	386
2019 Q1	$247K	Hold	23,000	–	–	0.02%	398
2018 Q4	$233K	Hold	23,000	–	–	0.02%	375
2018 Q3	$249K	Hold	23,000	–	–	0.02%	405
2018 Q2	$256K	Hold	23,000	–	–	0.02%	398
2018 Q1	$260K	Hold	23,000	–	–	0.02%	399
2017 Q4	$263K	Buy	+23,000	New	+$260K	0.03%	408

Other funds holding WIW

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

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

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WIW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q3 2020, closing a stake of 23,000 shares — an estimated $252K sold.

Wealthspire Advisors (Maryland) first reported a position in WIW in Q4 2017 and held it in 11 quarters. The position peaked at $265K in Q4 2019. 85 funds tracked by Wall St. Rank hold WIW as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 23,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q3 2020, an estimated $252K.
Wealthspire Advisors (Maryland) first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2017 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $265K in Q4 2019.
85 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.