FCM
SPE

Firestone Capital Management’s Special Opportunities Fund SPE Stock Holding History

Firestone Capital Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-33
Closed – – 501
2020
Q4 		$0 Hold
33
– – ﹤0.01% 465
2020
Q3 		$0 Hold
33
– – ﹤0.01% 453
2020
Q2 		$0 Buy
+33
New +$328 ﹤0.01% 455
2020
Q1 		– Sell
-33
Closed – – 472
2019
Q4 		$0 Buy
+33
New +$451 ﹤0.01% 444

Other funds holding SPE

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Firestone Capital Management's SPE Position: Q1 2021 in Review

Firestone Capital Management sold out of Special Opportunities Fund (SPE) in Q1 2021, closing a stake of 33 shares.

Firestone Capital Management first reported a position in SPE in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 35 funds tracked by Wall St. Rank hold SPE as of Q1 2021.

  • Firestone Capital Management reported no remaining Special Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Firestone Capital Management sold 33 Special Opportunities Fund shares in Q1 2021.
  • Firestone Capital Management first reported a position in Special Opportunities Fund in Q4 2019 and held it in 4 quarters.
  • Firestone Capital Management's Special Opportunities Fund position peaked at $0 in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2021.

Based on Firestone Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.