Family Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Family Management’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
2021 Q1	–	Sell	-15,213	Closed	-$256K	–	170
2020 Q4	$256K	Sell	15,213 -246	-2%	-$4.14K	0.09%	128
2020 Q3	$260K	Buy	15,459 +4,445	+40%	+$73.5K	0.11%	98
2020 Q2	$186K	Buy	+11,014	New	+$184K	0.08%	133

Other funds holding FINS

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family Management's FINS Position: Q1 2021 in Review

Family Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2021, closing a stake of 15,213 shares — an estimated $256K sold.

Family Management first reported a position in FINS in Q2 2020 and held it in 3 quarters. The position peaked at $260K in Q3 2020. 21 funds tracked by Wall St. Rank hold FINS as of Q1 2021.

Family Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2021 after selling out during the quarter.
Family Management sold 15,213 Angel Oak Financial Strategies Income Term Trust shares in Q1 2021, an estimated $256K.
Family Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2020 and held it in 3 quarters.
Family Management's Angel Oak Financial Strategies Income Term Trust position peaked at $260K in Q3 2020.
21 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2021.

Based on Family Management's 13F filing for Q1 2021, filed 14 May 2021.