MAFM
BRW

Mid Atlantic Financial Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$125K Buy
13,706
+232
+2% +$2.13K 0.01% 880
2021
Q2 		$127K Buy
+13,474
New +$125K 0.01% 889

Other funds holding BRW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Mid Atlantic Financial Management's BRW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Saba Capital Income & Opportunities Fund (BRW) stake by 1.7% in Q3 2021, buying an estimated $2.13K and bringing the position to 13,706 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #880.

Mid Atlantic Financial Management first reported a position in BRW in Q2 2021 and has held it in 2 quarters since. The position peaked at $127K in Q2 2021. 81 funds tracked by Wall St. Rank hold BRW as of Q3 2021.

  • Mid Atlantic Financial Management held 13,706 shares of Saba Capital Income & Opportunities Fund worth $125K as of Q3 2021.
  • Mid Atlantic Financial Management bought 232 Saba Capital Income & Opportunities Fund shares in Q3 2021, an estimated $2.13K.
  • Saba Capital Income & Opportunities Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #880 holding.
  • Mid Atlantic Financial Management first reported a position in Saba Capital Income & Opportunities Fund in Q2 2021 and has held it in 2 quarters since.
  • Mid Atlantic Financial Management's Saba Capital Income & Opportunities Fund position peaked at $127K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.