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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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.