RWA Wealth Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

RWA Wealth 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
2018 Q3	–	Sell	-1,471	Closed	-$15K	–	291
2018 Q2	$15K	Hold	1,471	–	–	﹤0.01%	561
2018 Q1	$15K	Buy	+1,471	New	+$15.1K	﹤0.01%	422

Other funds holding BRW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

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

SCM

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

RVPG

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

RWA Wealth Partners's BRW Position: Q3 2018 in Review

RWA Wealth Partners sold out of Saba Capital Income & Opportunities Fund (BRW) in Q3 2018, closing a stake of 1,471 shares — an estimated $15K sold.

RWA Wealth Partners first reported a position in BRW in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 115 funds tracked by Wall St. Rank hold BRW as of Q3 2018.

RWA Wealth Partners reported no remaining Saba Capital Income & Opportunities Fund position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,471 Saba Capital Income & Opportunities Fund shares in Q3 2018, an estimated $15K.
RWA Wealth Partners first reported a position in Saba Capital Income & Opportunities Fund in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Saba Capital Income & Opportunities Fund position peaked at $15K in Q2 2018.
115 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.