6 Meridian’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

6 Meridian’s Portfolio TBLD Stock Details TBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$714K	Buy	+38,285	New	+$740K	0.05%	136

Other funds holding TBLD

RCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

6 Meridian's TBLD Position: Q4 2021 in Review

6 Meridian opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2021: 38,285 shares worth $714K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings.

33 funds tracked by Wall St. Rank hold TBLD as of Q4 2021.

6 Meridian held 38,285 shares of Thornburg Income Builder Opportunities Trust worth $714K as of Q4 2021.
Thornburg Income Builder Opportunities Trust was a new 6 Meridian position in Q4 2021.
Thornburg Income Builder Opportunities Trust made up 0.05% of 6 Meridian's portfolio in Q4 2021, its #136 holding.
33 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.