Ancora Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Ancora Advisors’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-73,000	Closed	-$767K	–	1453
2020 Q1	$767K	Buy	73,000 +5,000	+7%	+$59.2K	0.04%	360
2019 Q4	$826K	Hold	68,000	–	–	0.03%	406
2019 Q3	$788K	Hold	68,000	–	–	0.03%	369
2019 Q2	$792K	Hold	68,000	–	–	0.04%	333
2019 Q1	$762K	Hold	68,000	–	–	0.03%	343
2018 Q4	$720K	Buy	68,000 +21,000	+45%	+$227K	0.03%	341
2018 Q3	$529K	Sell	47,000 -32,000	-41%	-$364K	0.02%	470
2018 Q2	$903K	Hold	79,000	–	–	0.04%	354
2018 Q1	$910K	Buy	79,000 +15,000	+23%	+$176K	0.04%	357
2017 Q4	$754K	Buy	64,000 +10,000	+19%	+$116K	0.04%	353
2017 Q3	$624K	Buy	54,000 +4,500	+9%	+$51.5K	0.04%	411
2017 Q2	$559K	Buy	49,500 +12,500	+34%	+$142K	0.04%	400
2017 Q1	$426K	Hold	37,000	–	–	0.03%	448
2016 Q4	$424K	Buy	37,000 +27,000	+270%	+$305K	0.03%	433
2016 Q3	$114K	Buy	+10,000	New	+$115K	0.01%	505
2013 Q4	–	Sell	-10,000	Closed	-$116K	–	438
2013 Q3	$116K	Hold	10,000	–	–	0.02%	391
2013 Q2	$120K	Buy	+10,000	New	+$131K	0.02%	389

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ancora Advisors's WIA Position: Q2 2020 in Review

Ancora Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2020, closing a stake of 73,000 shares — an estimated $767K sold.

Ancora Advisors first reported a position in WIA in Q2 2013 and held it in 17 quarters. The position peaked at $910K in Q1 2018. 49 funds tracked by Wall St. Rank hold WIA as of Q2 2020.

Ancora Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2020 after selling out during the quarter.
Ancora Advisors sold 73,000 Western Asset Inflation-Linked Income Fund shares in Q2 2020, an estimated $767K.
Ancora Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2013 and held it in 17 quarters.
Ancora Advisors's Western Asset Inflation-Linked Income Fund position peaked at $910K in Q1 2018.
49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2020.

Based on Ancora Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.