CMP
FINS

Coston McIsaac & Partners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Coston McIsaac & Partners’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
2023
Q1 		– Sell
-704
Closed -$9 – 814
2022
Q4 		$9 Buy
704
+15
+2% +$194 ﹤0.01% 509
2022
Q3 		$9K Buy
+689
New +$9.84K ﹤0.01% 437

Other funds holding FINS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Coston McIsaac & Partners's FINS Position: Q1 2023 in Review

Coston McIsaac & Partners sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2023, closing a stake of 704 shares — an estimated $9 sold.

Coston McIsaac & Partners first reported a position in FINS in Q3 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 42 funds tracked by Wall St. Rank hold FINS as of Q1 2023.

  • Coston McIsaac & Partners reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 704 Angel Oak Financial Strategies Income Term Trust shares in Q1 2023, an estimated $9.
  • Coston McIsaac & Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's Angel Oak Financial Strategies Income Term Trust position peaked at $9K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2023.

Based on Coston McIsaac & Partners's 13F filing for Q1 2023, filed 19 Apr 2023.