HB
FINS

Homrich & Berg’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Homrich & Berg’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
Q4 		– Sell
-10,441
Closed -$176K – 399
2020
Q3 		$176K Buy
10,441
+191
+2% +$3.16K 0.01% 326
2020
Q2 		$173K Buy
10,250
+184
+2% +$3.08K 0.01% 310
2020
Q1 		$172K Buy
+10,066
New +$199K 0.01% 288

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Homrich & Berg's FINS Position: Q4 2020 in Review

Homrich & Berg sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2020, closing a stake of 10,441 shares — an estimated $176K sold.

Homrich & Berg first reported a position in FINS in Q1 2020 and held it in 3 quarters. The position peaked at $176K in Q3 2020. 26 funds tracked by Wall St. Rank hold FINS as of Q4 2020.

  • Homrich & Berg reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2020 after selling out during the quarter.
  • Homrich & Berg sold 10,441 Angel Oak Financial Strategies Income Term Trust shares in Q4 2020, an estimated $176K.
  • Homrich & Berg first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2020 and held it in 3 quarters.
  • Homrich & Berg's Angel Oak Financial Strategies Income Term Trust position peaked at $176K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2020.

Based on Homrich & Berg's 13F filing for Q4 2020, filed 16 Feb 2021.