APP
BRW

Avantax Planning Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Avantax Planning Partners’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,448
Closed -$74K – 403
2018
Q3 		$74K Buy
+7,448
New +$74.2K 0.01% 400
2018
Q2 		– Sell
-175
Closed -$2K – 405
2018
Q1 		$2K Buy
+175
New +$1.8K ﹤0.01% 1583

Other funds holding BRW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Avantax Planning Partners's BRW Position: Q4 2018 in Review

Avantax Planning Partners sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2018, closing a stake of 7,448 shares — an estimated $74K sold.

Avantax Planning Partners first reported a position in BRW in Q1 2018 and held it in 2 quarters. The position peaked at $74K in Q3 2018. 119 funds tracked by Wall St. Rank hold BRW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 7,448 Saba Capital Income & Opportunities Fund shares in Q4 2018, an estimated $74K.
  • Avantax Planning Partners first reported a position in Saba Capital Income & Opportunities Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Saba Capital Income & Opportunities Fund position peaked at $74K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.