NECFA
BRW

New England Capital Financial Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

New England Capital Financial 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
2023
Q1 		– Sell
-2,417
Closed -$19.4K – 440
2022
Q4 		$19.4K Buy
+2,417
New +$18.9K 0.01% 184

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

New England Capital Financial Advisors's BRW Position: Q1 2023 in Review

New England Capital Financial Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2023, closing a stake of 2,417 shares — an estimated $19.4K sold.

New England Capital Financial Advisors first reported a position in BRW in Q4 2022 and held it in 1 quarter. The position peaked at $19.4K in Q4 2022. 66 funds tracked by Wall St. Rank hold BRW as of Q1 2023.

  • New England Capital Financial Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 2,417 Saba Capital Income & Opportunities Fund shares in Q1 2023, an estimated $19.4K.
  • New England Capital Financial Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • New England Capital Financial Advisors's Saba Capital Income & Opportunities Fund position peaked at $19.4K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2023.

Based on New England Capital Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.