SIAP
FINS

Sterling Investment Advisors (Pennsylvania)’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-8,400
Closed -$133K – 576
2022
Q1 		$133K Sell
8,400
-5,900
-41% -$95.9K 0.04% 168
2021
Q4 		$244K Buy
+14,300
New +$241K 0.07% 138

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FINS Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2022, closing a stake of 8,400 shares — an estimated $133K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FINS in Q4 2021 and held it in 2 quarters. The position peaked at $244K in Q4 2021. 41 funds tracked by Wall St. Rank hold FINS as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 8,400 Angel Oak Financial Strategies Income Term Trust shares in Q2 2022, an estimated $133K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Angel Oak Financial Strategies Income Term Trust position peaked at $244K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.