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

Westside 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
2021 Q4	–	Sell	-233	Closed	-$3	–	799
2021 Q3	$3	Hold	233	–	–	﹤0.01%	710
2021 Q2	$3	Hold	233	–	–	﹤0.01%	700
2021 Q1	$2	Hold	233	–	–	﹤0.01%	694
2020 Q4	$2	Hold	233	–	–	﹤0.01%	619
2020 Q3	$2	Hold	233	–	–	﹤0.01%	619
2020 Q2	$2	Hold	233	–	–	﹤0.01%	607
2020 Q1	$2	Buy	+233	New	+$2.6K	﹤0.01%	607
2019 Q2	$2	Buy	+233	New	+$2.53K	﹤0.01%	618
2018 Q4	$2.36K	Hold	233	–	–	﹤0.01%	619
2018 Q3	$2.53K	Hold	233	–	–	﹤0.01%	661
2018 Q2	$2.6K	Hold	233	–	–	﹤0.01%	751
2018 Q1	$2.65K	Hold	233	–	–	﹤0.01%	742
2017 Q4	$2.71K	Hold	233	–	–	﹤0.01%	764
2017 Q3	$2.56K	Hold	233	–	–	﹤0.01%	742
2017 Q2	$2.56K	Hold	233	–	–	﹤0.01%	731
2017 Q1	$2.6K	Hold	233	–	–	﹤0.01%	693
2016 Q4	$2.59K	Buy	+233	New	+$2.58K	﹤0.01%	580

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

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Westside Investment Management's WIW Position: Q4 2021 in Review

Westside Investment Management sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q4 2021, closing a stake of 233 shares — an estimated $3 sold.

Westside Investment Management first reported a position in WIW in Q4 2016 and held it in 17 quarters. The position peaked at $2.71K in Q4 2017. 89 funds tracked by Wall St. Rank hold WIW as of Q4 2021.

Westside Investment Management reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q4 2021 after selling out during the quarter.
Westside Investment Management sold 233 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q4 2021, an estimated $3.
Westside Investment Management first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q4 2016 and held it in 17 quarters.
Westside Investment Management's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $2.71K in Q4 2017.
89 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q4 2021.

Based on Westside Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.