CFA
BRW

Cahill Financial Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Cahill Financial Advisors’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
2014
Q1 		– Sell
-5,500
Closed -$65K – 112
2013
Q4 		$65K Buy
+5,500
New +$65.5K 0.06% 113

Other funds holding BRW

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cahill Financial Advisors's BRW Position: Q1 2014 in Review

Cahill Financial Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2014, closing a stake of 5,500 shares — an estimated $65K sold.

Cahill Financial Advisors first reported a position in BRW in Q4 2013 and held it in 1 quarter. The position peaked at $65K in Q4 2013. 79 funds tracked by Wall St. Rank hold BRW as of Q1 2014.

  • Cahill Financial Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 5,500 Saba Capital Income & Opportunities Fund shares in Q1 2014, an estimated $65K.
  • Cahill Financial Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q4 2013 and held it in 1 quarter.
  • Cahill Financial Advisors's Saba Capital Income & Opportunities Fund position peaked at $65K in Q4 2013.
  • 79 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2014.

Based on Cahill Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.