BWM
FINS

BT Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

BT Wealth 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
2020
Q4 		– Sell
-30,710
Closed -$517K – 63
2020
Q3 		$517K Buy
+30,710
New +$508K 0.22% 31

Other funds holding FINS

VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BT Wealth Management's FINS Position: Q4 2020 in Review

BT Wealth Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2020, closing a stake of 30,710 shares — an estimated $517K sold.

BT Wealth Management first reported a position in FINS in Q3 2020 and held it in 1 quarter. The position peaked at $517K in Q3 2020. 26 funds tracked by Wall St. Rank hold FINS as of Q4 2020.

  • BT Wealth Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2020 after selling out during the quarter.
  • BT Wealth Management sold 30,710 Angel Oak Financial Strategies Income Term Trust shares in Q4 2020, an estimated $517K.
  • BT Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2020 and held it in 1 quarter.
  • BT Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $517K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2020.

Based on BT Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.