CFRPA
SABA

Castle Financial & Retirement Planning Associates’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3K Buy
+300
New +$3.21K 0.01% 154

Other funds holding SABA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SABA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Saba Capital Income & Opportunities Fund II (SABA) in Q4 2021: 300 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings.

121 funds tracked by Wall St. Rank hold SABA as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 300 shares of Saba Capital Income & Opportunities Fund II worth $3K as of Q4 2021.
  • Saba Capital Income & Opportunities Fund II was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Saba Capital Income & Opportunities Fund II made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #154 holding.
  • 121 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.