HCM
FINS

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

Highlander Capital 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
2024
Q1 		$6.25K Hold
500
– – ﹤0.01% 767
2023
Q4 		$5.96K Hold
500
– – ﹤0.01% 791
2023
Q3 		$6K Buy
+500
New +$5.92K ﹤0.01% 734

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Highlander Capital Management's FINS Position: Q1 2024 in Review

Highlander Capital Management held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q1 2024 at 500 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Highlander Capital Management first reported a position in FINS in Q3 2023 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold FINS as of Q1 2024.

  • Highlander Capital Management held 500 shares of Angel Oak Financial Strategies Income Term Trust worth $6.25K as of Q1 2024.
  • Highlander Capital Management left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q1 2024.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #767 holding.
  • Highlander Capital Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2023 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.