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Avantax Advisory Services’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Avantax Advisory Services’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,084
Closed -$65K – 597
2019
Q2 		$65K Buy
5,084
+83
+2% +$1.05K ﹤0.01% 508
2019
Q1 		$63K Buy
+5,001
New +$63.4K ﹤0.01% 480

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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PHS
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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avantax Advisory Services's SABA Position: Q3 2019 in Review

Avantax Advisory Services sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q3 2019, closing a stake of 5,084 shares — an estimated $65K sold.

Avantax Advisory Services first reported a position in SABA in Q1 2019 and held it in 2 quarters. The position peaked at $65K in Q2 2019. 131 funds tracked by Wall St. Rank hold SABA as of Q3 2019.

  • Avantax Advisory Services reported no remaining Saba Capital Income & Opportunities Fund II position as of Q3 2019 after selling out during the quarter.
  • Avantax Advisory Services sold 5,084 Saba Capital Income & Opportunities Fund II shares in Q3 2019, an estimated $65K.
  • Avantax Advisory Services first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2019 and held it in 2 quarters.
  • Avantax Advisory Services's Saba Capital Income & Opportunities Fund II position peaked at $65K in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2019.

Based on Avantax Advisory Services's 13F filing for Q3 2019, filed 8 Nov 2019.