Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DBT
BRW
Dubuque Bank & Trust’s
Saba Capital Income & Opportunities Fund
BRW
Stock Holding History
Dubuque Bank & Trust’s Portfolio
BRW Stock Details
BRW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q2
–
Sell
-3,200
Closed
-$37K
–
599
2014
Q1
$37K
Hold
3,200
–
–
0.01%
250
2013
Q4
$37K
Buy
+3,200
New
+$38.1K
0.01%
247
Other funds holding BRW
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.9B AUM
27.3%
1-Year Est. Return
NCM
Newgate Capital Management
Greenwich, Connecticut
$121M AUM
3.73%
1-Year Est. Return
U
UBS
Zurich, Switzerland
$136B AUM
16.36%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
MIG
Mariner Investment Group
Harrison, New York
$346M AUM
25.25%
1-Year Est. Return
RCM
Robinson Capital Management
Grosse Pointe Farms, Michigan
$239M AUM
0.62%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.3B AUM
16.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close