BFM
FINS

Boothbay Fund Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Boothbay Fund 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
2021
Q4 		– Sell
-12,500
Closed -$213K – 1968
2021
Q3 		$213K Buy
+12,500
New +$226K 0.01% 1533

Other funds holding FINS

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ST
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boothbay Fund Management's FINS Position: Q4 2021 in Review

Boothbay Fund Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2021, closing a stake of 12,500 shares — an estimated $213K sold.

Boothbay Fund Management first reported a position in FINS in Q3 2021 and held it in 1 quarter. The position peaked at $213K in Q3 2021. 36 funds tracked by Wall St. Rank hold FINS as of Q4 2021.

  • Boothbay Fund Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2021 after selling out during the quarter.
  • Boothbay Fund Management sold 12,500 Angel Oak Financial Strategies Income Term Trust shares in Q4 2021, an estimated $213K.
  • Boothbay Fund Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2021 and held it in 1 quarter.
  • Boothbay Fund Management's Angel Oak Financial Strategies Income Term Trust position peaked at $213K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2021.

Based on Boothbay Fund Management's 13F filing for Q4 2021, filed 14 Feb 2022.