RIA
SABA

Realta Investment Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-1,590
Closed -$20K – 1765
2019
Q2 		$20K Buy
+1,590
New +$20.1K 0.01% 938

Other funds holding SABA

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Realta Investment Advisors's SABA Position: Q3 2019 in Review

Realta Investment Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q3 2019, closing a stake of 1,590 shares — an estimated $20K sold.

Realta Investment Advisors first reported a position in SABA in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 131 funds tracked by Wall St. Rank hold SABA as of Q3 2019.

  • Realta Investment Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,590 Saba Capital Income & Opportunities Fund II shares in Q3 2019, an estimated $20K.
  • Realta Investment Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Saba Capital Income & Opportunities Fund II position peaked at $20K in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.