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Plante Moran Financial Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-140
Closed -$2K – 1106
2020
Q4 		$2K Buy
+140
New +$1.49K ﹤0.01% 791

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Plante Moran Financial Advisors's SABA Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2021, closing a stake of 140 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SABA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 138 funds tracked by Wall St. Rank hold SABA as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 140 Saba Capital Income & Opportunities Fund II shares in Q1 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Saba Capital Income & Opportunities Fund II position peaked at $2K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.