BCM
FINS

Bluefin Capital Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Bluefin Capital Management’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,274
Closed -$235K – 605
2022
Q2 		$235K Buy
+16,274
New +$240K 0.03% 276

Other funds holding FINS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bluefin Capital Management's FINS Position: Q3 2022 in Review

Bluefin Capital Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2022, closing a stake of 16,274 shares — an estimated $235K sold.

Bluefin Capital Management first reported a position in FINS in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 43 funds tracked by Wall St. Rank hold FINS as of Q3 2022.

  • Bluefin Capital Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 16,274 Angel Oak Financial Strategies Income Term Trust shares in Q3 2022, an estimated $235K.
  • Bluefin Capital Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2022 and held it in 1 quarter.
  • Bluefin Capital Management's Angel Oak Financial Strategies Income Term Trust position peaked at $235K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2022.

Based on Bluefin Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.