LCWP
SABA

Legacy Capital Wealth Partners’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Legacy Capital Wealth Partners’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-253,114
Closed -$2.14M – 357
2024
Q1 		$2.14M Buy
+253,114
New +$1.93M 1.52% 22

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Legacy Capital Wealth Partners's SABA Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q2 2024, closing a stake of 253,114 shares — an estimated $2.14M sold.

Legacy Capital Wealth Partners first reported a position in SABA in Q1 2024 and held it in 1 quarter. The position peaked at $2.14M in Q1 2024. 73 funds tracked by Wall St. Rank hold SABA as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Saba Capital Income & Opportunities Fund II position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 253,114 Saba Capital Income & Opportunities Fund II shares in Q2 2024, an estimated $2.14M.
  • Legacy Capital Wealth Partners first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Saba Capital Income & Opportunities Fund II position peaked at $2.14M in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.