Sutton Wealth Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Sutton Wealth 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
2017 Q4	–	Sell	-347	Closed	-$4.68K	–	1108
2017 Q3	$4.68K	Hold	347	–	–	﹤0.01%	883
2017 Q2	$4.66K	Hold	347	–	–	﹤0.01%	885
2017 Q1	$4.62K	Hold	347	–	–	﹤0.01%	857
2016 Q4	$4.5K	Hold	347	–	–	﹤0.01%	861
2016 Q3	$4.33K	Hold	347	–	–	﹤0.01%	847
2016 Q2	$4.41K	Hold	347	–	–	﹤0.01%	804
2016 Q1	$4.53K	Buy	+347	New	+$4.3K	﹤0.01%	762

Other funds holding SABA

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Sutton Wealth Advisors's SABA Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q4 2017, closing a stake of 347 shares — an estimated $4.68K sold.

Sutton Wealth Advisors first reported a position in SABA in Q1 2016 and held it in 7 quarters. The position peaked at $4.68K in Q3 2017. 140 funds tracked by Wall St. Rank hold SABA as of Q4 2017.

Sutton Wealth Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q4 2017 after selling out during the quarter.
Sutton Wealth Advisors sold 347 Saba Capital Income & Opportunities Fund II shares in Q4 2017, an estimated $4.68K.
Sutton Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2016 and held it in 7 quarters.
Sutton Wealth Advisors's Saba Capital Income & Opportunities Fund II position peaked at $4.68K in Q3 2017.
140 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.