CIBC Private Wealth Group
SABA

CIBC Private Wealth Group’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

CIBC Private Wealth Group’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
2018
Q1 		– Sell
-52,749
Closed -$681K – 2056
2017
Q4 		$681K Buy
52,749
+28,718
+120% +$378K ﹤0.01% 724
2017
Q3 		$324K Buy
+24,031
New +$321K ﹤0.01% 834

Other funds holding SABA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

CIBC Private Wealth Group's SABA Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2018, closing a stake of 52,749 shares — an estimated $681K sold.

CIBC Private Wealth Group first reported a position in SABA in Q3 2017 and held it in 2 quarters. The position peaked at $681K in Q4 2017. 136 funds tracked by Wall St. Rank hold SABA as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 52,749 Saba Capital Income & Opportunities Fund II shares in Q1 2018, an estimated $681K.
  • CIBC Private Wealth Group first reported a position in Saba Capital Income & Opportunities Fund II in Q3 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's Saba Capital Income & Opportunities Fund II position peaked at $681K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.