Iron Gate Global Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Iron Gate Global Advisors’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
2018 Q4	–	Sell	-4,352	Closed	-$42K	–	96
2018 Q3	$42K	Hold	4,352	–	–	0.03%	120
2018 Q2	$44K	Buy	+4,352	New	+$44.6K	0.03%	94

Other funds holding BRW

RCM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

RVPG

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

ISSM

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

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

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Iron Gate Global Advisors's BRW Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2018, closing a stake of 4,352 shares — an estimated $42K sold.

Iron Gate Global Advisors first reported a position in BRW in Q2 2018 and held it in 2 quarters. The position peaked at $44K in Q2 2018. 119 funds tracked by Wall St. Rank hold BRW as of Q4 2018.

Iron Gate Global Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 4,352 Saba Capital Income & Opportunities Fund shares in Q4 2018, an estimated $42K.
Iron Gate Global Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q2 2018 and held it in 2 quarters.
Iron Gate Global Advisors's Saba Capital Income & Opportunities Fund position peaked at $44K in Q2 2018.
119 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.