MS
WIA

Murray Stahl’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Murray Stahl’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

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Murray Stahl's WIA Position: Q2 2020 in Review

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

Murray Stahl 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.

  • Murray Stahl reported no remaining Western Asset Inflation-Linked Income Fund position as of Q2 2020 after selling out during the quarter.
  • Murray Stahl sold 16,050 Western Asset Inflation-Linked Income Fund shares in Q2 2020, an estimated $169K.
  • Murray Stahl first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2020 and held it in 1 quarter.
  • Murray Stahl'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.