LWCFA
SABA

Loring Wolcott & Coolidge Fiduciary Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2015
Q2 		– Sell
-4,229
Closed -$61K – 627
2015
Q1 		$61K Buy
+4,229
New +$61.2K ﹤0.01% 414

Other funds holding SABA

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SABA Position: Q2 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q2 2015, closing a stake of 4,229 shares — an estimated $61K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SABA in Q1 2015 and held it in 1 quarter. The position peaked at $61K in Q1 2015. 125 funds tracked by Wall St. Rank hold SABA as of Q2 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q2 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,229 Saba Capital Income & Opportunities Fund II shares in Q2 2015, an estimated $61K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2015 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Saba Capital Income & Opportunities Fund II position peaked at $61K in Q1 2015.
  • 125 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.