PFBT
FINS

Parkside Financial Bank & Trust’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Parkside Financial Bank & Trust’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-800
Closed -$9.9K – 2108
2024
Q2 		$9.9K Buy
+800
New +$9.92K ﹤0.01% 1187

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Parkside Financial Bank & Trust's FINS Position: Q3 2024 in Review

Parkside Financial Bank & Trust sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2024, closing a stake of 800 shares — an estimated $9.9K sold.

Parkside Financial Bank & Trust first reported a position in FINS in Q2 2024 and held it in 1 quarter. The position peaked at $9.9K in Q2 2024. 35 funds tracked by Wall St. Rank hold FINS as of Q3 2024.

  • Parkside Financial Bank & Trust reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 800 Angel Oak Financial Strategies Income Term Trust shares in Q3 2024, an estimated $9.9K.
  • Parkside Financial Bank & Trust first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2024 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Angel Oak Financial Strategies Income Term Trust position peaked at $9.9K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2024, filed 7 Nov 2024.