DI
BRW

Disciplined Investments’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-321
Closed -$3K – 324
2020
Q3 		$3K Buy
+321
New +$2.81K ﹤0.01% 320

Other funds holding BRW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
MIO Partners New York $340M AUM

Disciplined Investments's BRW Position: Q4 2020 in Review

Disciplined Investments sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2020, closing a stake of 321 shares — an estimated $3K sold.

Disciplined Investments first reported a position in BRW in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 96 funds tracked by Wall St. Rank hold BRW as of Q4 2020.

  • Disciplined Investments reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 321 Saba Capital Income & Opportunities Fund shares in Q4 2020, an estimated $3K.
  • Disciplined Investments first reported a position in Saba Capital Income & Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Disciplined Investments's Saba Capital Income & Opportunities Fund position peaked at $3K in Q3 2020.
  • 96 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.