HCIA
SABA

Hochman Cole Investment Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Hochman Cole Investment Advisors’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,231
Closed -$168K – 127
2020
Q4 		$168K Sell
15,231
-43,025
-74% -$459K 0.07% 120
2020
Q3 		$623K Sell
58,256
-29,152
-33% -$315K 0.31% 54
2020
Q2 		$939K Buy
87,408
+14,080
+19% +$150K 0.52% 41
2020
Q1 		$785K Sell
73,328
-5,930
-7% -$69.7K 0.54% 42
2019
Q4 		$972K Buy
79,258
+5,316
+7% +$64.1K 0.53% 44
2019
Q3 		$908K Buy
73,942
+3,366
+5% +$42.2K 0.57% 40
2019
Q2 		$898K Buy
70,576
+1,200
+2% +$15.2K 0.54% 42
2019
Q1 		$874K Sell
69,376
-88
-0.1% -$1.12K 0.52% 45
2018
Q4 		$838K Buy
69,464
+12,043
+21% +$147K 0.58% 41
2018
Q3 		$703K Sell
57,421
-724
-1% -$8.88K 0.44% 48
2018
Q2 		$714K Buy
58,145
+2,687
+5% +$33.9K 0.47% 50
2018
Q1 		$709K Buy
55,458
+15,300
+38% +$196K 0.49% 45
2017
Q4 		$519K Buy
40,158
+3,289
+9% +$43.3K 0.33% 53
2017
Q3 		$497K Buy
36,869
+12,023
+48% +$161K 0.33% 53
2017
Q2 		$334K Buy
24,846
+6,578
+36% +$87.5K 0.23% 68
2017
Q1 		$243K Buy
18,268
+7,797
+74% +$103K 0.18% 79
2016
Q4 		$136K Buy
10,471
+2,521
+32% +$31.8K 0.1% 88
2016
Q3 		$99K Buy
+7,950
New +$102K 0.07% 83

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Hochman Cole Investment Advisors's SABA Position: Q1 2021 in Review

Hochman Cole Investment Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2021, closing a stake of 15,231 shares — an estimated $168K sold.

Hochman Cole Investment Advisors first reported a position in SABA in Q3 2016 and held it in 18 quarters. The position peaked at $972K in Q4 2019. 138 funds tracked by Wall St. Rank hold SABA as of Q1 2021.

  • Hochman Cole Investment Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2021 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 15,231 Saba Capital Income & Opportunities Fund II shares in Q1 2021, an estimated $168K.
  • Hochman Cole Investment Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q3 2016 and held it in 18 quarters.
  • Hochman Cole Investment Advisors's Saba Capital Income & Opportunities Fund II position peaked at $972K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2021, filed 10 May 2021.