SFPG
SABA

Stonebridge Financial Planning Group’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q3 		– Sell
-5,000
Closed -$54K – 401
2020
Q2 		$54K Hold
5,000
– – 0.05% 174
2020
Q1 		$54K Hold
5,000
– – 0.05% 161
2019
Q4 		$61K Buy
+5,000
New +$60.3K 0.06% 162

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Stonebridge Financial Planning Group's SABA Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q3 2020, closing a stake of 5,000 shares — an estimated $54K sold.

Stonebridge Financial Planning Group first reported a position in SABA in Q4 2019 and held it in 3 quarters. The position peaked at $61K in Q4 2019. 139 funds tracked by Wall St. Rank hold SABA as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Saba Capital Income & Opportunities Fund II position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 5,000 Saba Capital Income & Opportunities Fund II shares in Q3 2020, an estimated $54K.
  • Stonebridge Financial Planning Group first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Saba Capital Income & Opportunities Fund II position peaked at $61K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.