AIP
SPE

Ahrens Investment Partners’s Special Opportunities Fund SPE Stock Holding History

Ahrens Investment Partners’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-523
Closed -$6K – 784
2022
Q2 		$6K Hold
523
– – ﹤0.01% 743
2022
Q1 		$8K Hold
523
– – ﹤0.01% 781
2021
Q4 		$8K Buy
+523
New +$7.84K ﹤0.01% 794

Other funds holding SPE

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Ahrens Investment Partners's SPE Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Special Opportunities Fund (SPE) in Q3 2022, closing a stake of 523 shares — an estimated $6K sold.

Ahrens Investment Partners first reported a position in SPE in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 34 funds tracked by Wall St. Rank hold SPE as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Special Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 523 Special Opportunities Fund shares in Q3 2022, an estimated $6K.
  • Ahrens Investment Partners first reported a position in Special Opportunities Fund in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's Special Opportunities Fund position peaked at $8K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.