Capital Directions Investment Advisors’s Saba Closed-End Funds ETF CEFS Stock Holding History

Capital Directions Investment Advisors’s Portfolio CEFS Stock Details CEFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-60	Closed	-$1K	–	152
2018 Q1	$1K	Hold	60	–	–	﹤0.01%	97
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	93
2017 Q3	$1K	Hold	60	–	–	﹤0.01%	101
2017 Q2	$1K	Buy	+60	New	+$1.24K	﹤0.01%	106

Other funds holding CEFS

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Capital Directions Investment Advisors's CEFS Position: Q2 2018 in Review

Capital Directions Investment Advisors sold out of Saba Closed-End Funds ETF (CEFS) in Q2 2018, closing a stake of 60 shares — an estimated $1K sold.

Capital Directions Investment Advisors first reported a position in CEFS in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2018. 5 funds tracked by Wall St. Rank hold CEFS as of Q2 2018.

Capital Directions Investment Advisors reported no remaining Saba Closed-End Funds ETF position as of Q2 2018 after selling out during the quarter.
Capital Directions Investment Advisors sold 60 Saba Closed-End Funds ETF shares in Q2 2018, an estimated $1K.
Capital Directions Investment Advisors first reported a position in Saba Closed-End Funds ETF in Q2 2017 and held it in 4 quarters.
Capital Directions Investment Advisors's Saba Closed-End Funds ETF position peaked at $1K in Q1 2018.
5 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.