ICP
SPE

Interchange Capital Partners’s Special Opportunities Fund SPE Stock Holding History

Interchange Capital Partners’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed – – 960
2020
Q4 		$0 Buy
+2
New +$24 ﹤0.01% 1219

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SIA
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RCM
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BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Interchange Capital Partners's SPE Position: Q1 2021 in Review

Interchange Capital Partners sold out of Special Opportunities Fund (SPE) in Q1 2021, closing a stake of 2 shares.

Interchange Capital Partners first reported a position in SPE in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 35 funds tracked by Wall St. Rank hold SPE as of Q1 2021.

  • Interchange Capital Partners reported no remaining Special Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 2 Special Opportunities Fund shares in Q1 2021.
  • Interchange Capital Partners first reported a position in Special Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Special Opportunities Fund position peaked at $0 in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.