Platform Technology Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Platform Technology Partners’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
2022 Q2	–	Sell	-6,005	Closed	-$54K	–	202
2022 Q1	$54K	Hold	6,005	–	–	0.03%	202
2021 Q4	$54K	Sell	6,005 -16,654	-73%	-$152K	0.02%	211
2021 Q3	$206K	Sell	22,659 -1,922	-8%	-$17.7K	0.09%	198
2021 Q2	$232K	Buy	+24,581	New	+$228K	0.1%	213
2020 Q4	$298K	Sell	33,343 -105	-0.3%	-$925	0.15%	151
2020 Q3	$295K	Hold	33,448	–	–	0.18%	133
2020 Q2	$272K	Sell	33,448 -389	-1%	-$3.1K	0.19%	138
2020 Q1	$251K	Sell	33,837 -107,380	-76%	-$1.02M	0.23%	121
2019 Q4	$1.42M	Buy	+141,217	New	+$1.36M	1.07%	21

Other funds holding BRW

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return