EWM
BRW

Empirical Wealth Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Empirical Wealth Management’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
2019
Q1 		– Sell
-5,642
Closed -$51K – 236
2018
Q4 		$51K Hold
5,642
– – 0.01% 195
2018
Q3 		$56K Buy
+5,642
New +$56.2K 0.01% 213

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Wealth Management's BRW Position: Q1 2019 in Review

Empirical Wealth Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2019, closing a stake of 5,642 shares — an estimated $51K sold.

Empirical Wealth Management first reported a position in BRW in Q3 2018 and held it in 2 quarters. The position peaked at $56K in Q3 2018. 113 funds tracked by Wall St. Rank hold BRW as of Q1 2019.

  • Empirical Wealth Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Empirical Wealth Management sold 5,642 Saba Capital Income & Opportunities Fund shares in Q1 2019, an estimated $51K.
  • Empirical Wealth Management first reported a position in Saba Capital Income & Opportunities Fund in Q3 2018 and held it in 2 quarters.
  • Empirical Wealth Management's Saba Capital Income & Opportunities Fund position peaked at $56K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2019.

Based on Empirical Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.