Independence Trust’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Independence Trust’s Portfolio BRW Stock Details BRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$58K	Buy	+5,766	New	+$59K	0.06%	76

Other funds holding BRW

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Independence Trust's BRW Position: Q4 2017 in Review

Independence Trust opened a new position in Saba Capital Income & Opportunities Fund (BRW) in Q4 2017: 5,766 shares worth $58K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings.

113 funds tracked by Wall St. Rank hold BRW as of Q4 2017.

Independence Trust held 5,766 shares of Saba Capital Income & Opportunities Fund worth $58K as of Q4 2017.
Saba Capital Income & Opportunities Fund was a new Independence Trust position in Q4 2017.
Saba Capital Income & Opportunities Fund made up 0.06% of Independence Trust's portfolio in Q4 2017, its #76 holding.
113 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.