HKAM
WIA

Horizon Kinetics Asset Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Horizon Kinetics Asset Management’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
-16,050
Closed -$169K – 427
2020
Q1 		$169K Buy
+16,050
New +$190K 0.01% 335

Other funds holding WIA

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management's WIA Position: Q2 2020 in Review

Horizon Kinetics Asset Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q2 2020, closing a stake of 16,050 shares — an estimated $169K sold.

Horizon Kinetics Asset Management first reported a position in WIA in Q1 2020 and held it in 1 quarter. The position peaked at $169K in Q1 2020. 49 funds tracked by Wall St. Rank hold WIA as of Q2 2020.

  • Horizon Kinetics Asset Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2020 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 16,050 Western Asset Inflation-Linked Income Fund shares in Q2 2020, an estimated $169K.
  • Horizon Kinetics Asset Management first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2020 and held it in 1 quarter.
  • Horizon Kinetics Asset Management's Western Asset Inflation-Linked Income Fund position peaked at $169K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.