Ancora Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Ancora Advisors’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
2022 Q1	–	Sell	-1,822	Closed	-$25K	–	2523
2021 Q4	$25K	Hold	1,822	–	–	﹤0.01%	1518
2021 Q3	$24K	Sell	1,822 -1,878	-51%	-$25K	﹤0.01%	1427
2021 Q2	$49K	Hold	3,700	–	–	﹤0.01%	1112
2021 Q1	$45K	Sell	3,700 -2,500	-40%	-$30.7K	﹤0.01%	1104
2020 Q4	$77K	Hold	6,200	–	–	﹤0.01%	800
2020 Q3	$70K	Hold	6,200	–	–	﹤0.01%	792
2020 Q2	$68K	Sell	6,200 -140,400	-96%	-$1.47M	﹤0.01%	777
2020 Q1	$1.4M	Hold	146,600	–	–	0.06%	272
2019 Q4	$1.69M	Sell	146,600 -900	-0.6%	-$10.1K	0.06%	280
2019 Q3	$1.63M	Hold	147,500	–	–	0.07%	256
2019 Q2	$1.65M	Sell	147,500 -5,500	-4%	-$59.8K	0.07%	237
2019 Q1	$1.64M	Sell	153,000 -7,642	-5%	-$80.7K	0.07%	243
2018 Q4	$1.63M	Sell	160,642 -6,716	-4%	-$69.6K	0.08%	233
2018 Q3	$1.81M	Buy	167,358 +5,000	+3%	+$55K	0.07%	251
2018 Q2	$1.81M	Hold	162,358	–	–	0.08%	238
2018 Q1	$1.84M	Hold	162,358	–	–	0.08%	241
2017 Q4	$1.85M	Buy	162,358 +3,000	+2%	+$33.8K	0.1%	219
2017 Q3	$1.8M	Buy	159,358 +8,150	+5%	+$91.2K	0.1%	226
2017 Q2	$1.67M	Buy	151,208 +13,000	+9%	+$144K	0.11%	228
2017 Q1	$1.54M	Hold	138,208	–	–	0.1%	232
2016 Q4	$1.54M	Buy	138,208 +7,000	+5%	+$77.4K	0.11%	220
2016 Q3	$1.47M	Buy	131,208 +21,608	+20%	+$241K	0.15%	175
2016 Q2	$1.22M	Sell	109,600 -20,500	-16%	-$226K	0.14%	191
2016 Q1	$1.44M	Buy	130,100 +10,600	+9%	+$110K	0.18%	154
2015 Q4	$1.23M	Hold	119,500	–	–	0.16%	166
2015 Q3	$1.24M	Buy	119,500 +17,000	+17%	+$184K	0.16%	164
2015 Q2	$1.15M	Buy	+102,500	New	+$1.16M	0.13%	196
2015 Q1	–	Sell	-82,500	Closed	-$936K	–	220
2014 Q4	$932K	Sell	82,500 -34,000	-29%	-$390K	0.11%	216
2014 Q3	$1.35M	Hold	116,500	–	–	0.17%	148
2014 Q2	$1.43M	Hold	116,500	–	–	0.19%	145
2014 Q1	$1.35M	Hold	116,500	–	–	0.19%	138
2013 Q4	$1.31M	Buy	116,500 +13,500	+13%	+$155K	0.2%	139
2013 Q3	$1.2M	Hold	103,000	–	–	0.21%	132
2013 Q2	$1.22M	Buy	+103,000	New	+$1.32M	0.21%	117

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 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

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

Ancora Advisors's WIW Position: Q1 2022 in Review

Ancora Advisors sold out of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) in Q1 2022, closing a stake of 1,822 shares — an estimated $25K sold.

Ancora Advisors first reported a position in WIW in Q2 2013 and held it in 34 quarters. The position peaked at $1.85M in Q4 2017. 90 funds tracked by Wall St. Rank hold WIW as of Q1 2022.

Ancora Advisors reported no remaining Western Asset Inflation-Linked Opportunities & Income Fund position as of Q1 2022 after selling out during the quarter.
Ancora Advisors sold 1,822 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q1 2022, an estimated $25K.
Ancora Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q2 2013 and held it in 34 quarters.
Ancora Advisors's Western Asset Inflation-Linked Opportunities & Income Fund position peaked at $1.85M in Q4 2017.
90 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q1 2022.

Based on Ancora Advisors's 13F filing for Q1 2022, filed 13 May 2022.