WANY
WIW

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

Wealthspire Advisors (New York)’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
Q2 		– Sell
-23,000
Closed -$220K – 535
2020
Q1 		$220K Buy
+23,000
New +$256K 0.01% 462

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SIA
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COLIM
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Invesco
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BL
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Wealthspire Advisors (New York)'s WIW Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q2 2020, closing a stake of 23,000 shares — an estimated $220K sold.

Wealthspire Advisors (New York) first reported a position in WIW in Q1 2020 and held it in 1 quarter. The position peaked at $220K in Q1 2020. 80 funds tracked by Wall St. Rank hold WIW as of Q2 2020.

  • Wealthspire Advisors (New York) reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 23,000 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2020, an estimated $220K.
  • Wealthspire Advisors (New York) first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q1 2020 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $220K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.