FA
FINS

Fortis Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Fortis Advisors’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
2020
Q2 		– Sell
-7,500
Closed -$128K – 225
2020
Q1 		$128K Hold
7,500
– – 0.09% 126
2019
Q4 		$155K Buy
+7,500
New +$153K 0.09% 149

Other funds holding FINS

VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Fortis Advisors's FINS Position: Q2 2020 in Review

Fortis Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2020, closing a stake of 7,500 shares — an estimated $128K sold.

Fortis Advisors first reported a position in FINS in Q4 2019 and held it in 2 quarters. The position peaked at $155K in Q4 2019. 22 funds tracked by Wall St. Rank hold FINS as of Q2 2020.

  • Fortis Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 7,500 Angel Oak Financial Strategies Income Term Trust shares in Q2 2020, an estimated $128K.
  • Fortis Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2019 and held it in 2 quarters.
  • Fortis Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $155K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.