ST
FINS

Sphinx Trading’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Sphinx Trading’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
2021
Q4 		$21.2M Buy
1,240,375
+494,204
+66% +$8.31M 21.59% 1
2021
Q3 		$12.7M Buy
+746,171
New +$13.5M 13.33% 2

Other funds holding FINS

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sphinx Trading's FINS Position: Q4 2021 in Review

Sphinx Trading increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 66% in Q4 2021, buying an estimated $8.31M and bringing the position to 1,240,375 shares worth $21.2M. The position accounts for 21.59% of the portfolio, ranked #1.

Sphinx Trading first reported a position in FINS in Q3 2021 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold FINS as of Q4 2021.

  • Sphinx Trading held 1,240,375 shares of Angel Oak Financial Strategies Income Term Trust worth $21.2M as of Q4 2021.
  • Sphinx Trading bought 494,204 Angel Oak Financial Strategies Income Term Trust shares in Q4 2021, an estimated $8.31M.
  • Angel Oak Financial Strategies Income Term Trust made up 21.59% of Sphinx Trading's portfolio in Q4 2021, its #1 holding.
  • Sphinx Trading first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2021 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2021.

Based on Sphinx Trading's 13F filing for Q4 2021, filed 31 Jan 2022.